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Three Advantages of Health Savings Accounts You Might Not Know About

If you have a Health Savings Account, or HSA, you probably use it as most people do: to pay your out-of-pocket medical expenses and your deductible for a high-deductible health insurance plan. But what if your HSA could do even more for you? Let̵… Read More
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Do You Have to Update Your Estate Plan With the New Tax Law?

Any time there is a change to the federal tax code, as there was at the beginning of 2018, there is the potential for an impact on estate planning. Many people devise an estate plan with the intention of minimizing taxes, so it stands to reason that… Read More
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Categories: Tax Planning

Tax Basis and Your Estate Plan

When preparing your estate plan, you may have multiple goals. You want to provide for your loved ones. You may want to avoid probate, if at all possible. And you almost certainly want to avoid your heirs and beneficiaries having to pay unnecessary t… Read More
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Categories: Tax Planning

Top Five Downsizing Tips for Seniors

If you have retired and your children have moved out of your house, you may look around and realize it is time to downsize. Perhaps household chores are becoming a burden, or health issues require you to move, or you simply don’t need all that… Read More
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Categories: Elder Law

Are You Hitting Your Age-Related Retirement Milestones?

When our children are small, we read books about child development and take delight when our little prodigies talk, feed themselves, and hit other development milestones early or on target. Likewise, we worry when they’re not reaching those mil… Read More
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Categories: Estate Planning

How to Keep Your Estate Plan Private

A colleague recently had an elderly maiden aunt pass away. Though the aunt had many nieces and nephews nearby, only a few helped her out or visited her on any regular basis, and this had been the case for years. While frail, the older woman had a sha… Read More
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Categories: Estate Planning

Does Your Debt Pass Away When You Do?

What will you leave behind you when you die? When you hear that question, your first thoughts may be of the assets you hope to leave to your loved ones. But what about the debt you have accumulated during your lifetime? Even if you have tried to live… Read More
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Categories: Estate Planning

Why You Shouldn't Keep Your Estate Planning (Too) Simple

In many aspects of life, the simplest option is desirable: simple, unprocessed foods, minimalist art, architecture with clean, uncluttered lines. When it comes to estate planning, though, your simplest option is likely the least desirable. That’… Read More
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Categories: Estate Planning

How Will the New Tax Reform and Jobs Act Affect You?

The newly-enacted tax reform law, dubbed the “Tax Reform and Jobs Act,” will deliver major changes to the U.S. Tax Code. While it’s not possible to examine all of them in one (or even several) blog posts, let’s take a look at… Read More
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Categories: Tax Planning

Can a Trustee or Attorney-in-Fact Be Compensated?

A trustee and an agent under a power of attorney are fiduciaries, meaning they are obligated to act honestly and ethically in the best interests of the person granting the power. Acting as someone’s trustee or agent (also called an attorney-in-… Read More
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