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Reverse
Mortgages
Reverse Mortgages may offer you
a way to turn home equity into tax free
cash.
Read the New York State Attorney General's
Office Information about Living Trusts
The Bureau of Consumer Frauds and Protection prosecutes businesses
and individuals engaged in fraudulent, misleading, deceptive or
illegal trade practices. This is an article issued by the New
York State Attorney General's office to educate consumers
specifically about Living Trusts.
Estate
Planning Facts You Need To Know
If you're
concerned about the hows and whys of your estate, and the future
security of your loved ones, you owe it to yourself to consider an
estate plan. Take a look at some of the benefits of estate
planning, and you may find out that no matter how large your estate,
the alternatives are not all they are cracked up to be. This
article contains a basic primer on estate planning, including a
description of
commonly used estate planning techniques.
What is a Revocable Living Trust?
A brief introduction to a Revocable Living Trust and the benefits
you may find.
The Four Essentials of Estate, Financial and Retirement Planning
The Four Essentials of
Estate, Financial and Retirement Planning gives you an effective estate and
financial plan to meet the challenges of life, while still
maintaining your accustomed life-style, and always following your
desired wishes when it comes to your estate plan. After all,
the definition of your estate plan is to give what you have,
to whom
you want, when you want, and (most important) the way
you want, all at the lowest possible cost to you and your
family.
The Woolworth Misfortune: How Not to Provide
for Heirs
The story of Barbara Hutton, heir to the Woolworth fortune, is a
good example of a simple estate plan gone wrong.
How Much Can I Give or Pass Away With and Not Pay Federal Gift or
Estate Taxes?
Generally, every U.S.
citizen can leave up to $1,000,000 to
any other U.S. citizen or entity without paying any Federal gift or
estate taxes. This is what we call the "Coupon" amount. Find
out how to use this "Coupon" for your family's future.
The Marital Trust - Family Trust Estate Plan
See a sample estate planning technique which utilizes the basic
Federal estate tax "shelters" for a married couple.
What is a Power of
Attorney, Living Will, Health Care Proxy?
A brief introduction to the Power of Attorney, and the advance
health care directives commonly called a Health Care Proxy and
Living Will.
Comparing Mutual Funds
to Variable Annuities
Ever wonder what is the difference
between a mutual fund and a variable annuity? Well, the quick
answer is that there are many differences. This article
contains a list of the most important ones that you should be aware of.
"Have You Done Proper Estate Planning"
Brochure
Download our new "Have You Done Proper Estate
Planning"
brochure, which explains the "Three-Step Strategy" for effective
estate planning.
You must have Adobe® Acrobat® Reader™ version 4.0 or
higher
to view this brochure.
I
Know that Your Firm Gives Free Estate Planning Workshops. Why
Should I Go?
People often ask us, "why do I have to go to a
Workshop
if I already know that I want a will, or a trust, or an estate
plan?"
This article will explain the benefits to you of attending one of
our Free Estate Planning Workshops.
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