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Understand Estate Planning and Probate Elder Law Attorneys Can Help

Understand Estate Planning and Probate Elder Law Attorneys Can Help

Estate planning means much more than preparing a Last Will and Testament or tax planning for the disposition of your assets upon your death. Estate planning is the process of accumulating and disposing of an estate to maximize the goals of the estate owner. Th­e goals of estate planning typically include making sure the greatest amount of the estate passes to intended beneficiaries, often including paying the least amount of taxes. Estate planning must also provide for administration and protection of […]

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Don’t Let the Taxman Crash your Retirement

Don’t Let the Taxman Crash your Retirement
Nobody loves the taxman, and yet people pay him more than they have to. Instead of maximizing annual contributions to a traditional IRA or a 401(k) account, they pay the taxes now instead of deferring[...]

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Elder Law Changes

Elder Law Changes
know the laws and the numbers Beginning in 2014, there were some changes to a variety of laws that may interest elders and their loved ones. The following updated laws are particularly relevant for[...]

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Generosity Runs Deep in Boomers

Generosity Runs Deep in Boomers
During the last five years, three out of five Americans age 50 and older have provided financial assistance to members of their family, including adult children, parents, grandchildren, siblings or[...]

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Maximize Social Security Benefits

Maximize Social Security Benefits
Too many people end up getting less than what’s due to them from Social Security when they retire because they don’t know the rules and the real financial impacts, says independent retirement[...]

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To Trust or Not to Trust?

By Susan Piette, Esq. In discussing estate planning with my clients, I am regularly asked about living trusts or more precisely, “revocable living trusts.” Many people have heard of them but[...]

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Research – Debt of the Elderly Increases

American families headed by individuals age 75 or older had increases in the incidence of debt, the average amount of debt held, and debt as a percentage of assets in 2010, according to research by[...]

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New Study: Simple and Low Costways for Communities to Assess Their Livability and “Aging

Communities in the U.S. can follow a relatively simple and low cost initial set of indicators to determine if their services meet the needs of an aging population.  These indicators can be measured[...]

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Debt Levels Spike for Oldest Americans

American families headed by individuals age 75 or older had increases in the incidence of debt, the average amount of debt held, and the percentage with debt payments greater than 40 percent of their[...]

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