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Family Reunion Inheritance IncentiveSpecifically, Albert's trust stipulates that every two years, in August or September, his nieces and nephews must meet for a ... Estate Planning
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Open Season On Medicare EnrollmentMedicare's open enrollment season begins Tuesday October 15. That's when the nation's 50 million Medicare beneficiaries who ... Elder Law
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Legacies, Like Gardens, Take Time And PlanningCultivating a family legacy is not that different from tending a garden: land with poor prospects, at first glance, has to be ... Estate Planning
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Appraisals – There Must Be A Method To Your MadnessSloppiness of an appraisal doesn't matter. Reliability of an appraisal doesn't matter. Even proper application of facts ... Estate Planning
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What To Do When You No Longer Want Your TrustSetting up a trust can be complicated. Now investors are discovering it can be even trickier to unwind one. Trusts are ... Estate Planning
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Roth IRA Inheritance Planning For GrandchildrenI have a Roth IRA that I would like used for my great-grandchildren's education. Can it be inherited by minors or a trust ... Estate Planning
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Prospective Inheritors Not HopefulThree-quarters of people responding to a new survey said they don't expect to inherit money, but financial experts say they ... Estate Planning
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Easing The Tax Bite When Selling Your BusinessA lot of small business owners accelerated sales of their companies into 2012 in anticipation of the new higher tax rates ... Business
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Charitable Giving According To The Oracle Of OmahaWe're big fans of legendary investor Warren Buffett, so when he announces that he wants to teach us something-for free, no ... Charitable Gifting
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Vacation Home (Inheritance) Headaches Worth AvoidingIt sounds like a nice problem to have: handing down a family vacation home from one generation to the next. But the process - ... Estate Planning
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Avoiding The 2013 Capital Gains GotchaLast year's historically low capital gains tax rate of 15% is, well, history, but there are still ways around the new higher ... Estate Planning
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Avoiding Medicare “Marketplace Plans” ConfusionAfter reassuring seniors that Medicare is not part of the new health insurance marketplaces, administration officials have a ... Elder Law