Archive for the estate planning Category

OVER 50? “TAX BREAKS” AND STRATEGIES THAT YOU COULD BE TAKING ADVANTAGE OF!!

Even if you no longer feel like a spring chicken, there are a number of tax benefits available to seniors that may help to increase your nest egg for retirement! We have rounded up a list of some of the best tax benefits available to seniors in […]

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FAQs – Revocable and Irrevocable Trusts

A Series on Trusts – Part III Revocable and Irrevocable Trusts Over the course of the last few weeks, as a means to educate our clients and readers, we have been sharing articles about trust planning, what trusts are, and the differences between the various kinds of […]

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Are Trusts Only for the Ultra-Wealthy?

A Series on Trusts – Part II Inter Vivos Trusts and Trusts Created at Death In our continued efforts to educate our clients and readers about estate planning, wealth preservation, and protecting assets from long term care spending, we bring you the next installment in our Series […]

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