Last week, we started our discussion about deeds, which are often one page documents, and how little changes in a few words can make a huge difference in the interest you receive in real estate. You may not be getting …
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Deeds Deeds and more Deeds
It has been a few years since I have discussed the details of deeds. If you own your own home you have probably seen a deed. It’s only one page long. How complicated can it be? The answer is: Very! …
AFTER 2012 Estate and Gift Tax Provisions
In recent columns, we talked about some of the highlights of the recently enacted 2012 American Taxpayer Relief Act. In addition to “permanently” extending the Bush-era tax cuts for most taxpayers, revising tax rates on ordinary and capital gain income …
AFTR 2012 Extenders
Last week we talked about some of the highlights of the recently enacted 2012 American Taxpayer Relief Act. In addition to “permanently” extending the Bush-era tax cuts for most taxpayers, revising tax rates on ordinary and capital gain income for …
2012 American Taxpayer Relief Act – Is It a Relief
The fiscal cliff has seemingly been averted, at least temporarily. The recently enacted 2012 American Taxpayer Relief Act signed by President Obama January 2, 2013 is a sweeping tax package. It includes, among many other things, “permanent” extension of Bush-era …
What Do We Do With The Mobile Home
Last week, we talked about what can happen with your car after your death. But what if you own a mobile home? How does it get to your loved ones after you are gone? Prior to 1978, mobile homes were …
Savvy Business Exit Strategies Are Critical
Your business or practice is going strong. You are making a comfortable living. When was the last time that you thought about what would happen to the business when you are no longer running it. Whenever you get into a …
Life Insurance – Why
Do you have life insurance? If so, you are with 59% of Americans who have life insurance. But that means 41% of Americans have no life insurance at all, according to industry statistics. Industry group LIMRA reports that the number …
Protecting Your Assets From Your New Spouse
You are single again after the death of your first spouse. Or maybe you are divorced. Now you have met someone and have fallen in love, again, and are getting married for the second, or third, time. You have accumulated …
Power of Attorney Key to Nursing Home Care Spend Down
You have worked hard your entire life. You have saved up a nice little nest egg for yourself, so you can use it if you need it. You’ve even had your own estate plan set up, including a will, financial …