Posted on: February 7, 2023
If your beneficiary designations are out of date and you die without updating those designations, your assets could go the wrong people–a former spouse, for example–no matter what your will says.
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Posted on: February 6, 2023
If properly designed, funded and maintained, this strategy can be utilized to supplement your retirement income, while creating a legacy for your family in a tax-advantageous and asset-protected manner.
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Posted on: February 5, 2023
Estate planning isn’t just for wealthy individuals with large assets; it’s essential for everyone.
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Posted on: February 2, 2023
Leonard Cohen had been burned before. So, in the years before his death in 2016, the “Hallelujah” singer and poet worked to secure most of his multi-million dollar estate for the benefit of his heirs — who are now fighting for total control of the Canadian musician’s assets, The Post has learned.
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Posted on: February 2, 2023
Talk to just about any financial adviser, and they will urge you to enter retirement without debt. However, while a goal of beginning your golden years in the black is laudable, the reality can be very different.
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Posted on: February 1, 2023
A frequent complaint by next-generation members is that the senior generation never fully lets go of business tasks.
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Posted on: January 31, 2023
Creating a will should be the first step in a comprehensive estate planning process, since it allows you to make sure that your wishes are properly carried out after your death.
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Posted on: January 30, 2023
The HIPAA Privacy Rule permits the sharing of health information by healthcare providers, health plans, healthcare clearinghouses, business associates of HIPAA-covered entities and other entities covered by HIPAA Rules under certain circumstances.
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Posted on: January 29, 2023
As we grow older, many of us fear the possibility that we could be diagnosed with dementia. Few things are more frightening than the thought of losing our independence to this progressive disease. Researchers at the University of Cambridge now say signs of dementia may appear up to nine years in advance of when the illness is typically diagnosed.
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