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How to Write Off Long-Term Care for Parents with Dementia

Posted on: June 16th, 2016
When tax time rolls around, if you happen to be a caregiver for a parent suffering from some form of dementia, such as Alzheimer’s, you may be able to claim your parent as a dependent for tax purposes, itemizing and claiming their qualified, unreimbursed medical costs. ...

How Will You Be Remembered When You’re Gone?

Posted on: June 16th, 2016
We are all here on Earth for a relatively short period of time and many of us would like to think we made a difference during our lives. We may even want to leave something behind for our loved ones or others as a remembrance of our existence. ...

Giving Tax Free IRA Distributions to Charities

Posted on: June 16th, 2016
If you are over 70 ½ years old, you are now allowed to donate up to $100,000 a year tax free from your IRA to a public charity. The IRA Charitable Rollover is now a permanent tool that you can incorporate into your financial planning strategy....

Can You Name a Trust as an IRA Beneficiary?

Posted on: June 16th, 2016
While there are no tax benefits, there may be situations in which you want to name a trust as your IRA beneficiary. If properly structured, and in keeping with IRS requirements, an IRA Beneficiary Trust can help ensure that the beneficiaries will effectively use the required minimum distribution “stretch-out” to build wealth for their future....

HIPPA Requirements Can Hugely Impact Your Estate Plans

Posted on: June 16th, 2016
Have you ever wondered why doctors and other healthcare providers ask you to sign a receipt for their “Notice of Privacy Practices?” It was essentially intended to protect your personal information from identity theft or public disclosure of your medical records. ...

Estate Plans Need To Address Digital Assets: What About My Facebook!

Posted on: June 16th, 2016
In simplest of terms, an estate plan lays out the wishes of an individual for the handling of someone’s assets upon his or her death. It can also help maximize the value of one’s estate by reducing taxes and other expenses associated with disbursement of estate assets. Finally, it details the administration of the estate and defines how assets are to be distributed to beneficiaries....
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