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Educating Your Children about Estate Planning and the Income Tax

by Annette Hines | Aug 7, 2018 | General Interest

You may think your work is done when your estate plan is completed.  However, a remaining step may be informing the kids about what they face. If you wish to pass your estate on to your children, it might be a good idea to spend some time educating them about...

Healthcare Costs Can Be Shocking in Retirement

by Annette Hines | Aug 6, 2018 | General Interest

The fear of huge medical bills causes worry to many a retiree.  However, there is hope of solving the situation. Retirees generally fear that a medical expense shock will decimate their savings.  However, there are ways to make the shock less stressful,...

Giving Your Money Away? What Does the Family Think?

by Annette Hines | Aug 3, 2018 | General Interest

There are ways to give away money that help people and create some tax breaks. If you’ve reached a point in life where you feel you have enough and want to give your money away, it would be wise to consider what your family thinks about sharing your resources,...

Anthony Bourdain’s Estate Plan Goes Public

by Annette Hines | Aug 1, 2018 | General Interest

The estate includes assets as well as frequent flyer miles … and where they will go. There is considerable interest in the estate of celebrity Anthony Bourdain and it is getting even more interesting, according to Forbes in “How Anthony Bourdain’s Estate Plan...

Considering Roth IRAs? It’s All About the Tax Burden

by Annette Hines | Jul 31, 2018 | General Interest

  There are many keys to your income after retirement, including do you plan to travel? Or, what if your health care costs go up? If you are trying to decide between Roth IRAs and traditional retirement savings, the key is knowing if your retirement income is...
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