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Do I Need All Insurance after 65?

Retirement is when everything changes. Seniors may end up with new schedules, new hobbies, and even new homes. In the midst of all these exciting changes, don't overlook the mundane: your insurance coverage.
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What are the Advantages of a Business Trust?

Trusts could be an incredibly powerful tool to help business owners protect their business and reach their wealth goals.
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What Is a Marital Trust?

If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a marital trust.
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Addressing Vacation Home in Another State in Estate Planning

So why should you consider a more comprehensive plan than just leaving an out-of-state vacation home in your will?
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Do You Lose Benefits If You Retire Early?

Claiming Social Security before full retirement age (FRA) has consequences–namely, that you'll get stuck with a lower monthly benefit for life.
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What are Big Mistakes to Avoid in Estate Planning?

Establishing an estate plan is extremely important. As life changes, it is necessary to update your plan to fit new circumstances.
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How To Use An Upstream Power Of Appointment Trust To Save On Taxes

Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly appreciated assets.
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What Is the Best Asset Protection?

Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.
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What Happens If My Partner Dies and We’re Not Married?

All couples can now take advantage of tax benefits for married partners, pass assets from one spouse to another with ease and qualify for Social Security spousal and survivor benefits. However, not all couples want to get married.
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What Is Power of Attorney and Is It Important?

Of all of the essential estate planning documents, the durable general power of attorney is usually the document that is needed first.
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800 Village Square Crossing 
Palm Beach Gardens, FL 33410
561-402-7060

Hablamos Español!

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