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Published: Mon, 08/01/22
Foundational Estate Planning Appointment: Dianne and I were practicing for a presentation and it turned out to be a great e ample of a foundational…
We want to keep subscribers up to date on cutting edge issues happening in elder law and help them protect their assets and legacies.
Published: Mon, 08/01/22
Foundational Estate Planning Appointment: Dianne and I were practicing for a presentation and it turned out to be a great e ample of a foundational…
Published: Fri, 07/29/22
"Ta Avoidance Series: How to Avoid Estate/Gift Ta with Trusts and Annuities" The estate/gift ta is a ta based on the value of the assets an individual…
Published: Mon, 07/25/22
McIntyre Financial Report: Disability Insurance Appro imately 1/2 the work force has no protection against becoming temporarily or worse, permanently…
Published: Sat, 07/23/22
Please leave us a review... We are intent on serving our clients and protecting their hard-earned money and property. We strive for the best outcome…
Published: Thu, 07/21/22
"Out with the Old… In With the New..." I keep all kind of stuff. I have the most awesome baseball glove sitting on a shelf in my basement. I can see…
Published: Tue, 07/19/22
By now, you have probably heard of the Ladybird Deed, and if you haven't then keep on reading to learn about the benefits of a Ladybird Deed and how…
Published: Sat, 07/16/22
"Avoid Estate Ta without Sacrificing the Step-up in Basis" The Estate Ta, also known as the “death ta ,” is going to be a reality for many more…
Published: Wed, 07/13/22
The Elder Law Report "Keeping seniors and their families informed and up to date on estate planning, elder law and other matters. We help seniors…
Published: Mon, 07/11/22
Home Blog Quick Answers Services Careers "ClientCredit", we are e cited to announce a new way for our clients to pay! ClientCredit, powered by Affirm,…
Published: Thu, 07/07/22
HOME | SERVICES | EVENTS | BLOG Many people are under the false assumption that when they pass their loved ones will receive a large ta bill in the…