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Family Estate Planning Law Group
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Just because you can take Social Security at age 62, doesn’t mean you should. Taking it earlier means that your monthly benefits will be reduced. The longer you can wait, ideally until age 70, the better. Continue reading
Posted 13 hours ago at Family Estate Planning Law Group
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Wealth transfer occurs in a number of different ways, and sometimes there are too many choices. How do you decide which strategy to use? Start by educating yourself about some of the fundamentals of lifetime gifting. Continue reading
Posted 2 days ago at Family Estate Planning Law Group
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Sounding more like their great grandparents than their parents, Millennials say they’d rather buy real estate than invest in markets. However, they might be heading in a dangerous direction. Continue reading
Posted 5 days ago at Family Estate Planning Law Group
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In many families, it’s easier to figure out the ‘who gets what’ part of an estate plan than it is to decide which person should be power of attorney. Which adult child can handle finances, which one is better with decisions during a crisis? Continue reading
Posted 7 days ago at Family Estate Planning Law Group
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Annuities are a financial tool that people either love or hate. The idea of having guaranteed income for life after retirement appeals to some people, but the strict rules that come with annuities make them a non-starter for others. Continue reading
Posted Sep 10, 2019 at Family Estate Planning Law Group
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Those who happily enjoy senior discounts at national parks, fast food restaurants and movie theaters will tell you that turning 59 ½ is no big deal. Chances are at 59 ½, you’re still enjoying good health, working productively and wise enough to know you’re a bit smarter than you were back in the day. Continue reading
Posted Sep 9, 2019 at Family Estate Planning Law Group
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Life insurance is a financial tool that can be as powerful during retirement, as it is during your working life. In many cases, it can be a real lifesaver for a surviving spouse. Continue reading
Posted Sep 4, 2019 at Family Estate Planning Law Group
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Think of trusts like the Swiss army knives of estate planning. There are many different trusts that are used to accomplish many different tasks. Continue reading
Posted Sep 2, 2019 at Family Estate Planning Law Group
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With about half of all marriages ending in divorce, second marriages and blended families have become the new normal in many communities. Estate planning for a blended family requires three-dimensional thinking for all concerned. Continue reading
Posted Aug 30, 2019 at Family Estate Planning Law Group
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The real reason we all decide to create an estate plan can easily be forgotten. Let’s get back to the heart of it. Continue reading
Posted Aug 28, 2019 at Family Estate Planning Law Group
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We’ve all had fender benders, but a catastrophic auto accident can be life-altering. Having all the right insurance is necessary to protect your retirement. Continue reading
Posted Aug 26, 2019 at Family Estate Planning Law Group
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It’s not how much you earn, but how much you keep that makes the difference in lifestyle and retirement. Keep more of your hard-earned money, by making fewer money mistakes. Continue reading
Posted Aug 23, 2019 at Family Estate Planning Law Group
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The progressive nature of dementia makes advance directives necessary to manage the health care needs of the patient. Continue reading
Posted Aug 21, 2019 at Family Estate Planning Law Group
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Unless you are raised in a family that talks about money, values and planning, starting a conversation with elderly parents about the same topics can be a little awkward. However, it is necessary. Continue reading
Posted Aug 20, 2019 at Family Estate Planning Law Group
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Almost every type of income comes with a tax consequence. Capital gains and dividends are both income but they are treated differently when it comes to taxes. Continue reading
Posted Aug 16, 2019 at Family Estate Planning Law Group
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Having a durable power of attorney in place makes sense for some people. If you unexpectedly became ill or incapacitated, this would allow someone to take over your finances, including paying bills, checking on investments and managing the business side of your life. Continue reading
Posted Aug 14, 2019 at Family Estate Planning Law Group
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Life before Medicare was a real struggle for seniors without healthcare coverage. Today’s program still works wonders, but it doesn’t cover everything. Continue reading
Posted Aug 12, 2019 at Family Estate Planning Law Group
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At Client Care Academy, we are starting a movement. It’s simple: Funding is Dead. Continue reading
Posted Aug 9, 2019 at Client Care Academy
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Are your key players still the ones you want to get up to bat? Continue reading
Posted Aug 9, 2019 at Family Estate Planning Law Group
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Parents of special needs children need to be especially proactive about planning for the future. Their planning should start with an estate plan, that includes a Special Needs Trust. Continue reading
Posted Aug 6, 2019 at Family Estate Planning Law Group
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They once protected you against abuse and neglect, here’s how you can do the same for them. Continue reading
Posted Aug 5, 2019 at Family Estate Planning Law Group
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Whether you and your spouse have a pre or post nuptial agreement, they are a good way to make divorce or death a little less overwhelming. Continue reading
Posted Jul 31, 2019 at Family Estate Planning Law Group
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Retirees face many expenses and with life expectancies increasing, you might want a way to supplement your retirement income. Continue reading
Posted Jul 29, 2019 at Family Estate Planning Law Group
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Part II of ‘Why a Will Won’t Get You Where You Want to Go’, we’ll discuss exactly what will get you where you want to go, and where you need to go. Continue reading
Posted Jul 26, 2019 at Family Estate Planning Law Group
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When people talk about funding they are talking about a very transactional model, you do it once and it’s done. Funding is viewed as arduous, time consuming and not profitable. In fact, most firms either do not deal with assets or simply leave retitling of assets up to the client. We have moved away from using the term funding - learn why! Continue reading
Posted Jul 25, 2019 at Client Care Academy