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Changes to your retirement planning
Highlights Of The SECURE Act 1.) Required Minimum Distributions (RMDs) Will Start at Age 72, Not Age 70½ 2.) You Can Contribute to Your...
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Jan 16, 20201 min read


Holiday Gatherings Often Reveal Changes in Aging Family Members
“It’s a common occurrence. Far flung family members return home to visit elderly relatives for the holidays. Upon arrival, they notice...
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Dec 26, 20192 min read
Can My Estate Plan Include Illiquid Assets, Like Real Property and Ownership Interests?
“No good estate plan can afford to ignore the other assets, the ones called ‘illiquid.’ That category includes anything that can’t...
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Dec 24, 20192 min read
Microsoft’s Co-Founder Paul Allen’s Billions Estate
“Paul Allen intended to give away the majority of the $20 billion-plus fortune he accumulated as Microsoft co-founder, technology...
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Dec 23, 20192 min read
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