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Blog Posts in April, 2016

Estate Planning Considerations for Couples with a Big Age Difference

Estate planning for married couples can always yield a few surprising differences, but when a decade or more in age separates the couple, it can add a few more wrinkles into the mix, including: ...
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Follow IRA Rollover Rules or Prepare to Pay the Price

People who leave one job for another can typically elect to leave their 401(k) plan where it is (with the old employer), roll it over into an IRA or cash it out. But remember that if you take the ...
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5 Reasons to Get Professional Help When Creating Your Will

Many things that we used to hire professionals to do have been made easier because of the Internet, including the availability of online forms you can use to create your will. But when it comes to ...
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Why Designating a Beneficiary for Your IRA is Important

Most estate plans include a variety of assets: investment accounts, bank accounts, property, life insurance and IRAs or other retirement accounts. Many people may consider IRAs to be among the least ...
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Sharing Your Estate Plan With Your Heirs

For most people, their personal financial information is just that: personal. Older parents with wealth were usually brought up believing it is wrong to discuss money with their children, no matter ...
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How to Deal With Inherited IRAs

With millions of Americans invested in IRAs, the chance is pretty good that you will inherit an IRA one day. And if you do, you must pay attention to the rules and deadlines so you can avoid penalties ...
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2 Ways to Help Family Members Financially Without Hurting Yourself

Many of our adult children, including recent college graduates, are still struggling to overcome the economic effects of the last recession. Parents who have buttoned up their estate plan to leave ...
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The Benefits of a Florida Living Trust

Traditionally, one of the primary reasons for establishing a living trust has been to avoid probate. But there are a few more benefits of a living trust that can help you do much more than that, if ...
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Guidelines for Children of Dementia Patients

Currently, it is estimated that more than five million Americans are living with Alzheimer’s and that one in three Americans will die with some from of dementia. In addition, there are 15 ...
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Florida Small Business Owner Tax Tips

Completing your small business taxes for 2015 may already be in your rear view mirror, but the stress of taking time out of your business to do them may be lingering. Even if you have filed an ...
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How to Protect Yourself Legally as You Age

Elder financial abuse is a growing problem in the U.S., with technology making it easier than ever for criminals to target and take advantage of seniors. Here are some tips on how you can ensure you ...
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4 Rules for Passing Property on to Future Generations

Whether it’s a little cabin in the woods or a luxurious beach retreat, families with vacation property spend a lot of time and effort making priceless family memories there. It is only natural ...
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5 Dangerous Habits That Could Trash Your Retirement

There are five dangerous habits that could ruin your retirement, making it more difficult to enjoy the golden years the way you have always envisioned them. These include: 1. Viewing retirement as an ...
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6 Tips for Women Planning for Retirement

Statistics show that women live longer and earn less than men, so it follows that they need to employ good retirement planning strategies in order to protect their finances. Here are six retirement ...
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10 Guidelines for Protecting Your Assets from Lawsuits

Of all the things we plan to leave our families, a lawsuit surely is not one of them. Yet thousands of suits are filed every year and families torn apart because enough care was not taken when ...
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Retirement Planning: 7 Tips to Prepare for the Best Time of Your Life

If you are planning to retire soon, here are 7 things you need to consider before you take the plunge: Are you fully vested in your retirement benefits? Many employers require that you become fully ...
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Avoid These 6 Common Mistakes When Selling Your Business

If much of your wealth is tied up in a business you own, this could become a problem when it’s time for retirement unless you do some advance planning to smooth the transition. Here are six ...
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5 Savvy Money Moves to Make Before Retirement

As we age and near retirement, the financial decisions we make tend to have repercussions that can linger long into our golden years. If you are even a decade or more away from retirement, consider ...
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5 Retirement Realities You Need to Plan For

Retirement planning can be difficult for many people, mainly because of the stark realities many of us are reluctant to face. Among those realities: You will likely spend 20 to 25% of your life in ...
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Estate Planning for Pets

What will happen to your pets if they outlive you? Most of us have come to view our pets as important members of our family, and if you have always had a pet, chances are they will be with you until ...
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