Archive | October, 2013

Make Philanthropy an Important Part of Your Estate Plan

How will you choose to allocate your accumulated wealth during the course of your lifetime? The decisions are complicated and very personal. Philanthropic giving can create an opportunity to balance the obligation of providing for your heirs with your interest in contributing to the future of a favorite organization or institution. As an estate planning […]

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Washington Hotline – October 29, 2013

  Washington News Individual Mandate Effective March 31 With the highly publicized problems of the Affordable Care Act and the website healthcare.gov, the White House has been under pressure to change the deadline for the individual mandate to purchase health insurance. White House Press Secretary Jay Carney indicated that the White House will be publishing […]

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Social Security Tips for October

Military service members can receive expedited processing of disability claims from Social Security. Benefits available through Social Security are different than those from the Department of Veterans Affairs and require a separate application. The expedited process is used for military service members who become disabled while on active military service on or after October 1, 2001, regardless […]

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Creating a Plan for Effective Wealth Transfer

Investors often concentrate on accumulating assets, but how much time and energy is spent on preserving those hard-earned assets for future generations? Not nearly enough. Have you considered any of the following strategies to help pass along more of your estate to your heirs?   Nuts and Bolts of Estate Planning   Many people don’t […]

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