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How Should I Handle an Inheritance?

Although you may be excited about the prospect of receiving unexpected money, there are certain financial moves experts say you should make to make sure you're prepared for that inheritance.
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Is Your Home Your Largest Asset or Biggest Liability?

Could generations of traditional homeownership wisdom be wrong? Here's what you need to know to determine whether your home is an investment that will pay off in retirement—or a liability.
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What are the Negatives of Investing in Cryptocurrency?

What happens when all of a corpse's money is in his cold wallet?
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Elder Financial Abuse Can Be Prevented

Advice for adult children, so their parents in nursing homes and assisted living are safe from scammers.
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Can I Restructure Assets to Qualify for Medicaid?

Several types of special income trusts and other strategies can be helpful, when trying to protect your family’s assets from the devastating costs of long-term care.
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Any Ideas How to Pay for Long-Term Care?

The costs of long-term care for older adults can be significant. Federal Medicare health insurance benefits do not cover most of these costs. Most people who incur costs for long-term care cover them with a combination of personal savings, long-term care insurance and Medicaid, among other sources.
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TOD and POD Accounts: What’s the Difference?

A TOD account allows the account holder to name a beneficiary on a non-retirement financial account to receive assets at the time of the account holder’s death, thereby (generally – i.e., when used correctly) avoiding probate.
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What Taxes Have to Be Paid When Someone Dies?

Tax obligations continue on despite the passing of a loved one, and in some cases, come about because of it. Tax deadlines pose a challenge for grieving families.
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What is the Purpose of an ILIT?

Life insurance is a sophisticated financial product, with as many variations and permutations as there are creative insurance companies (there are many) and creative insurance planners (there are even more).
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Do I Have to Pay Off Husband’s Debts after He Dies?

Losing your spouse is a painful, confusing time, but add to that repeated calls from an aggressive debt collector and a bad situation suddenly can get even worse.
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800 Village Square Crossing 
Palm Beach Gardens, FL 33410
561-402-7060

Hablamos Español!

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