Tag Archives: estate planning

Early Retirement a Scary Health Option

As reported on Money.CNN.com on Tuesday, June 28, 2011 by Parija Kavilanz. Employers are getting out of the retirement insurance business. This could be worrisome for American workers who want to retire, before hitting the Medicare-eligible age of 65. A … Continue reading

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Tiny But Powerful: The Estate Tax Lobby

As reported on Money.CNN.com by Tory Newmyer of Fortune Magazine on December 21, 2010. The super-rich got an early Christmas gift in the $858 billion tax package that President Obama signed into law on Friday. On top of a two-year extension … Continue reading

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Estate Planning for Gay Couples

As reported by Dana Dratch, on Bankrate.com. For gay couples, estate planning can be incredibly frustrating. “Domestic partners have a lot of planning to do, and have to fight discrimination at every turn,” says Todd G. Sears, vice president at … Continue reading

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Probate & Trusts – Statute of Limitations

Action by estate administrator against recipients of deceased’s real property is not barred by statute of limitations. A California Court of Appeal affirmed the lower court’s decision in the case of STEVEN A. WEINKAUF v. TIMOTHY FLOREZ.  The probate court’s … Continue reading

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Why Estate Planning?

Estate planning offers itself as the type of long-term, strategic thinking that can help owners grow and protect their businesses. However, not enough company founders and owners see it that way. At first glance, estate planning seems distracting, taking valuable … Continue reading

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The 6 Techniques to Avoid Probate

When a person dies, someone must step in to wrap up the deceased person’s financial affairs. You don’t want it to be on the courts — that’s called “probate”. Probate can sometimes drag on for years and squander away many … Continue reading

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