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Posts by category

• Category: Estate Planning
  • Is an Executor Required to Communicate with Beneficiaries?
  • 3 Concepts That You Need to Know When Setting Up an Estate Plan Trust
  • Why a Power of Attorney is a Very Dangerous Document & What You Can Do to Protect It
• Category: Medicaid Planning
  • Medicaid Planning – Saving a Legacy
• Category: Tax
  • Slaying the Tax Dragon – Annuities
• Category: Uncategorized
  • Medicaid 101 – Medicaid Pre-Planning: Protecting a Loved One Before They Need a Nursing Home
  • Ken Russell Quoted In Barron’s Article: “Power-of-Attorney Abuse Can Drain Your Retirement Savings. Choose One Wisely.”
  • 2020 Year in Review
  • Tax Planning for 2020
  • Income Tax Basis in Estate Planning
  • How Will You Age in Place and Be Able to Die at Home?