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Can an Entire Generation Skip Retirement Planning?

  • October 16, 2019

Planning a funeral seems to be more appealing than for the hard truths about aging, which include illness, discomfort and often, a loss of dignity. Always going their own way, boomers seem to have decided it’s okay to plan a…

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What You Need to Know About Powers of Attorney

  • October 14, 2019

If you are asked to serve as someone’s power of attorney, you’ll need to understand what they are asking you to undertake. If you are asking someone to be your power of attorney, you should know what it is you…

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Estate Planning for Singles

  • October 9, 2019

Single people with no children sometimes feel like they might live forever. We know that’s not true, but children do seem to serve as markers of the passage of time. The protections offered by an estate plan for singles while…

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How Does a Life Estate Work?

  • October 4, 2019

Placing the family home into a life estate can be a worthwhile move, since it permits an aging parent or other family member to remain in the house, while allowing heirs to have eventual ownership. A family had fond memories…

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Are Overseas Investments Missing from Your IRAs?

  • October 2, 2019

Most people tick off the boxes for their IRAs with mutual funds offered by the plan’s custodian. However, for the adventurous independent investor, your IRA could be used in overseas markets. There’s a world beyond domestic mutual funds, bonds and…

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How To Ensure a Substance Abuse Trusts Works

  • September 30, 2019

Many families today are turning to using trusts to protect their children who cannot manage their lives or inheritances, due to a substance abuse problem. Naming the right person to serve as a trustee, is a vital part of setting…

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Break The Taboos Around Death and Discuss Your Wishes

  • September 27, 2019

Some families don’t talk about money, while others don’t talk about death. Smart families talk about both, because they recognize that there is a business component of their lives that needs to be addressed. Widely regarded as one of the…

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FLORIDA’S NEW ELECTRONIC WILLS ACT

  • September 25, 2019

Florida passed the Electronic Documents Act (HB 409), which was signed into law by Gov. DeSantis on June 7, 2019. The law will take effect on January 1, 2020. Wasn’t this vetoed in 2017? In 2017, the Florida legislature passed…

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