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ARTICLES 

Planning for incapacity

Waiting until a plan is needed may be too late. While the risk of disability maybe just as/or possibly more likely than death, many...

Long Term Care Insurance is Changing

For many years the federal government and various states have provided incentives for individuals to purchase Long Term Care insurance...

Retirement Traps To Avoid

There is no denying that retirement planning is sophisticated, complicated, and ongoing. You must keep updated and educated on the...

ESOPs for Buy/Sell Purposes

An owner, who wishes to sell an interest in either his closely held corporation or S corporation, but does not have a current buyer, may...

Time Is Running Out

Can you believe it is December already? Of course, this means there are only a few weeks left in the year. Obviously, it is one of the...

Section 1035 Exchange Tax Trap

In a recent ruling, it was decided that monies received from a terminated annuity contract were taxable to the annuitant since the...

The CARES Act Relief

Relief is here! While COVID-19 has cast uncertainty across our financial world, the Coronavirus Aid, Relief, and Economic Security...

Charitable IRA Donations

If you have Philanthropic desires, and would like to be financially rewarded at the same time, then donating your IRA assets to a charity...

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