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  • Estate Planning Pitfall – You’re using the wrong type of living trust

    February / March 2022
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 268

    Abstract: Using a living trust makes sense for those looking to preserve assets for other family members without dire tax consequences or to avoid probate. But which trust type to choose? A “revocable” or “irrevocable” living trust? The answer can make a big difference. This brief article explains why the wrong type of trust can defeat a person’s main intentions.

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  • Ensuring your long-term care policy is tax-qualified

    June 2019
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 268

    Abstract: A long-term care insurance policy supplements traditional health insurance by covering services that assist the insured with one or more activities of daily living. Long-term care coverage is relatively expensive, but it may be possible to reduce the cost under a tax-qualified policy. This brief article explains how “tax-qualified” is defined.

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  • Protect your assets with a postnuptial agreement

    May / June 2014
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 268

    Abstract: Many who marry don’t give a prenuptial agreement a second thought — until marital discord sets in. At that point, a postnuptial agreement might be advisable. Similar to a prenup, postnups typically include provisions for property division in addition to setting a specific spousal support dollar amount. This brief article looks at some of the considerations involved in obtaining a postnup.

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  • First-time homebuyer tax credit set to expire Dec. 1

    October / November 2009
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 268

    Abstract: Those who are ready to purchase their first home should consider doing so before Dec. 1. Why? Because that’s when a refundable “first-time” homebuyer tax credit equal to 10% of the purchase price of a principal residence is set to expire. This short article looks at details of the credit.

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