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Three Reasons Why Joint Accounts May Be a Poor Estate Plan

Elder Law Answers – July 24, 2014 Many people, especially seniors, see joint ownership of investment and bank accounts as a cheap and easy way to avoid probate since joint property passes automatically to the joint owner at death. Joint ownership can also be an easy way to plan for incapacity since the joint owner Read More

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YOUR MONEY-What would you do with $100,000?

June 30, 2014 – Reuters What would you do if you suddenly got $100,000, no strings attached?   With $30 trillion set to change hands from one generation to the next over the next 30 years, many beneficiaries will face that issue.   Some will use the money wisely, but unfortunately many will “blow it”. Read More

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Tips for Planning Your Estate for the Digital Age

March 21, 2014 – Fox Business  As we spend more of our lives online — banking, collecting credit card rewards points, playing virtual reality games, creating photo albums, emailing, tweeting — it’s increasingly important to consider how beneficiaries can access those accounts and any assets they hold, once we’re gone.   READ MORE HERE

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Breadwinner Approaching Social Security Retirement Age? – “File & Suspend” – Part 2 of 2

December 20, 2010 – From Retirement Income Visions The “file and suspend” strategy is a viable solution for maximizing a married couple’s Social Security benefits, however, it’s not without risk. Specifically, a potential downside of using this strategy is (1) premature death of the breadwinner or (2) the couple’s premature death between age 70 and Read More

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Breadwinner Approaching Social Security Retirement Age? – "File & Suspend" – Part 1 of 2

December 13, 2010 – From Retirement Income Visions By using “file and suspend” a married couple can increase the overall Social Security benefits that they receive. “By employing this strategy, a couple can start the spousal benefit while enabling the breadwinner to increase his/her FRA benefit by 32%. ”  READ MORE HERE 

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Why You Should Update Your Estate Plan

July 3, 2014 – Forbes There is a sense of accomplishment when an estate plan is executed. In fact, it’s quite common for people to sign documents and file them away for safe keeping and forget about them. The danger is that these individuals and families may believe that these matters require no further attention. Read More

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Paying Bills for Adult Children? – Try Tough Love Instead

July 8, 2014 – From Market Watch – Paying Bills for Adult Children? – Try Tough Love Instead Older people need to put their financial welfare first and strive to make their adult children become independent, according to MarketWatch. Retirees may not be helping their children grow financially or emotionally if they continue to support Read More

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6 Estate Planning Tips for Women

6/30/14 – from LifeHealth Pro Here are 6 very basic and very practical estate planning tips for women from LifeHealthPro.com  Read the tips HERE

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Protecting Elders from Financial Abuse

The Consumer Financial Protection Bureau has issued a Guide, PROTECTING RESIDENTS FROM FINANCIAL EXPLOITATION, A manual for assisted living and nursing facilities.    Many of the items in the Guide apply to any elder, whether living at home or in an elder facility. “The CFPB Office for Older Americans is the only federal office dedicated to the Read More

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Five Myths About Retirement – It's Likely to Cost More Than You Think It Will

Wall Street Journal – May 24, 2014 It’s not all golf and grandchildren. Many people spend years planning for retirement and think they have it all figured out, until they actually retire. Here are a few areas where retirees don’t know as much as they think they do. READ MORE HERE

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