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Can Charitable Giving Still Be A Part of a Tax Strategy?

What you donate—cash, stocks or other investment assets—and how you make your donations—may have an impact on how much of a tax benefit you receive. The Los Altos Town Crier’s recent article, “End-of-year checklist spotlights tax-smart charitable giving,” provides some…

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What You Need to Know About Nursing Homes

A nursing home is defined by Medicare as a special facility or part of a hospital that provides medically necessary professional services from a nurse, physical or occupational therapists, speech pathologists or audiologists. These rules are specific to a skilled…

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The Role of Life Insurance In Your Family’s Future

Life insurance is one of those things that you need, the minute you have a spouse or children who count on your income. Life insurance comes in two basic categories: term and permanent, also known as whole or universal insurance.…

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Celebrities’ Larger Than Life Estate Snafus

In the article “Yes, even celebrities make estate planning mistakes,” the Reno Gazette Journal takes a close look at four big estate planning mistakes we should all avoid. These are such basic estate planning mistakes that you’d think no one…

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How Does Medicare Differ from Medicaid?

Maybe people get confused because the first six letters of both Medicare and Medicaid are identical. But they are very different, as the article “Medicare vs. Medicaid” from U.S. News & World Report explains. Each program concentrates on different populations…

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Is Your Retirement Plan Missing a Critical Piece?

How is your retirement planning going? No, we aren’t asking about your retirement accounts, although those are important. This article, “The One Piece Missing From Most Retirement Plans,” from Forbes, notes that while most people obsess about their savings, the…

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What Taxes Are Paid on Big Gifts?

Unless your parents handed you a small fortune, like more than $15,000, the chances that they have to pay any gift taxes are very low, according to a recent article, “All About Gift Taxes: Do I Pay Tax on Gifts…

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If I Don’t Have a Will, Is It Such a Big Deal?

There are many other reason why everyone needs a will, but the focus of a recent article appearing in, “What Actually Happens If You Die Without A Will,” focuses on young children and what could happen if their parents die…

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Is Your Estate Plan out of Date?

Not having an estate plan is a bad thing. Having an out-of-date estate plan isn’t much better. Both could cost your loved ones plenty and create a stressful situation. Every few years, you need a review. If you have big…

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