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Retirement Planning

Gifts to Grandchildren: Gift Trusts

There are some serious drawbacks to many options for giving gifts to grandchildren. Either there are no tax or estate planning advantages, or you have no control of the funds (or lose control after a certain point), or the money...

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Elderlaw 101

Introduction to Retirement Planning

Retirement has changed radically over the last several decades in America. Years ago, when you expected to work most of your life for a single, large employer, you could count on a pension. ...

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Elderlaw 101

Where Should You Put Your Retirement Money?

There are as many opportunities to grow money as there are people with great ideas.  Here is a survey of types of investment what you might consider before making choices on saving for retirement. ...

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Elderlaw 101

The Five Phases of Retirement Planning

Retirement has changed radically over the last several decades in America. Years ago, you expected to work most of your life for a single, large employer and you then count on a pension. ...

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Elderlaw 101

Five Reasons to Have a Will

Your will is a legally-binding statement directing who will receive your property at your death.  Why should you have a will? Here are some reasons.

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Elderlaw 101

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