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  • Reconsidering your personal emergency fund

    March 2021
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 259

    Abstract: When the COVID-19 pandemic first hit, many people’s emergency funds were suddenly put the test. Now, presumably with the benefit of some hindsight, the financially savvy might want to reconsider their approach to saving. This brief article discusses some key points to keep in mind.

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  • Estate Planning Red Flag – You’re using an online form to draft your will

    February / March 2019
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 259

    Abstract: Today, one can do practically anything online that used to require face-to-face contact — and that includes downloading a form to write his or her will. This brief article discusses the downsides of a “do-it-yourself” will.

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  • Thoughts and musings on family budgeting

    June 2017
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 259

    Abstract: Simplicity is the key to a successful family budget. But every budget needs to cover all necessary items. This brief article provides food for thought on what to include in a family budget.

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  • Moneylines: News briefs for businesses

    April / May 2016
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 259

    Abstract: This issue’s “Moneylines” presents three timely items for business owners: 1) a reminder to review the business-tax provisions of the recently passed PATH Act, 2) encouraging progress on managers and employees attaining work-life balance, and 3) the persistent problem of businesses not learning about software failures until employees report the problems.

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  • Direct IRA contribution provision extended

    March 2013
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 259

    Abstract: The American Taxpayer Relief Act of 2012 extended the IRA rules that allow taxpayers age 70½ or older, who have one or more IRAs and a desire to make charitable contributions, to receive tax-free treatment of distributions when they’re donated to charity. This brief article explains the details.

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  • Estate Planning Pitfall – You haven’t provided for the removal of a trustee

    April / May 2010
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 259

    Abstract: When estate planning, most people put a great deal of thought into selecting the right trustees to carry out their wishes and protect their beneficiaries. But it’s also important to establish procedures for removing a trustee in the event that circumstances change. Failing to do so doesn’t mean beneficiaries will be stuck with an inadequate trustee. But they’ll have to petition a court to remove the trustee for cause, which can be an expensive, time-consuming and uncertain process. To avoid this, the trust agreement should include procedures for removing a trustee and include a list of successor trustees.

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