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middle age couple

If You Could Turn Back Time …

If something happened to you or a loved one tomorrow, would your finances be in good hands?  Or would you (or your loved ones) be scrambling to find statements, pay bills, and locate passwords? Are you ready for the unexpected? Or would you need a “do over” to handle things better the second time around? Women, in […]

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Melissa and her Shiba Inu Meeka

Guest Blog: What Happens To Fido Or Fluffy If Something Happens To YOU?

Introduction: Many of us have pets we adore and treat like members of the family. But how many of us have ever thought about what would happen to our pets if we were suddenly unable to care for them due to our death or illness? That’s why I asked Boca Raton attorney Melissa Haluska to write […]

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new york times garland

Procrastinating On Your Estate Planning? This Will Scare You Straight

Have you been putting off doing your estate planning? Here’s a story that will scare you straight. Susan B. Garland of the New York Times writes about a family who learns first hand what can happen when a loved one fails to plan for incapacity. North Carolina-resident Terri Black stepped in when her widowed father […]

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FPA South Florida Las Oas

Making Florida Your New Home? Here’s How To Avoid Tax Problems

We were talking to a new Florida resident the other day in our office. After a lifelong career in media in New York, he called it a day and moved to South Florida to retire. Part of our conversation revolved around what he needs to do to establish residency in Florida and avoid any future […]

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king's crown

Quote Of The Week: You’ve Accumulated A King’s Ransom, But Can You Keep It?

“If you think accumulating a king’s ransom is difficult, try holding onto one.” Steffi Claiden,”Preserving the Family Fortune,” RealAssets Adviser, March 2017 The Takeaway: Holding onto money across generations can be an enormous struggle, says Claiden. 70 percent of the wealthy lose their money by the second generation, and 90% go bust by the 3rd generation. […]

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retired couple paying bills 2

Quote Of The Week: More Seniors Fall Victim To Financial Abuse

“A new survey of caregivers by Allianz Life finds that 37% of seniors have suffered financial abuse. Such abuse can take the form of telemarketing scams, pressure to sign a will, or an empty promise to provide care in exchange for property. Victims of elder financial abuse lose an average of about $36,000, often to […]

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Start The New Year Right: Preparing For The Tax Changes Ahead

With the new Trump administration coming on board, we’re likely to see big changes in income taxes before the year is out. Here’s a quick cheat sheet of what you might expect: Details still uncertain. We don’t know yet which – if any – of Trump’s tax reform proposals will be adopted. Republicans in Congress […]

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Planning For The Trump Presidency: The Death Of The Estate Tax?

If President-elect Trump accomplishes everything on his ‘to-do’ list, the estate tax could be dead before the next year is out. Back in 1976, almost 8% of decedents were subject to estate tax. That tax, also called “the death tax,” made estates pay steep taxes to the U.S. Government for the right to pass assets to […]

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Unlike Many Of The Rich And Famous, Gene Wilder Retired “Just Like The Rest Of Us”

As celebrities go, his life seemed pretty simple. He lived in a fairly modest house in Stamford, Connecticut with his 4th wife Karen. (His first 2 marriages ended in divorce and third wife Gilda Radner died tragically of ovarian cancer). After roles in landmark films like Willy Wonka & the Chocolate Factory, The Producers, Blazing Saddles […]

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Top 8 Reasons Clients Turn To Estate Planners

Think estate planning is just about drafting a Will? Think again. Estate planning is about much more than directing where your assets should go after your death. Here are the 8 most common reasons clients give for seeking out estate planning expertise: 67% to avoid probate, the court-supervised legal process for administering the estate of […]

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