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Effective January 1, 2013 Annual Exclusion Rate for Gifts Will Increase to $14,000

Effective January 1, 2013, the annual exclusion rate for gifts will increase to $14,000, up from $13,000 in 2012. What does […]

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Lessons Learned for the Care Provider Team (Part 2 of 2)

…continued The GP recently modified a prescription given by the nephrologist and changed the dosage of Sophie’s blood pressure medication. […]

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Lessons Learned for the Care Provider Team (Part 1 of 2)

Another uneventful Sunday was planned by a friend of mine. She was to meet Sophie, her 90 year old mother-in-law, […]

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Eleanor Roosevelt Quote – Food For Thought

“Yesterday is history, tomorrow is a mystery, and today is a gift; that’s why they call it the present” I […]

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What is a Trust Protector?

A Trust Protector is neither a trustee of the trust nor a beneficiary of the trust. Generally, the Trust Protector […]

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Do Your Homework When Working With A Financial Advisor

The Financial Industry Regulatory Authority Inc., (FINRA) the brokerage industry’s largest regulator, has issued a warning against financial advisors using […]

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Steep Decline In Estates Owing Estate Taxes

Over the last decade there has been a steep decline in estates owing estate taxes to the federal government. Only […]

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What To Do With Virtual Assets In Your Estate Planning?

Digital assets can range from items of financial value like online bank and brokerage accounts to domain names, Twitter accounts […]

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Irish Proverb

I found a quote in the paper today and I think I will keep it on my desk in the […]

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Medicaid Long-Term Care

If the current health care trend continues, more than 35% of the state’s budget will be needed for Medicaid by […]

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