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The Role Of The Trustee
The trustee acts as the legal owner of trust assets and is responsible for handling any of the assets held in trust, filing taxes for the trust and distributing the assets according to the terms of the trust.
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Dealing With the Rising Cost of Healthcare
The cost of health care in the U.S. continues to rise with no slowdown in sight. According to the Centers for Medicare &Medicaid Services (CMS), healthcare spending in the U.S. is projected to grow at an average annual rate of 5.4% and reach $6.2 trillion by 2028. Average Americans, regardless of...
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Three Small-Business Transfer Strategies
As a wealth management firm, we have long preached the benefits of owning shares of public companies as an investment vehicle to build long-term wealth. We are clearly not alone in this endeavor. There are many news agencies and television programs that spend countless hours debating if and when investors...
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Budget Guidelines for the Budgeting Adverse
I had a conversation with a recent college graduate who was preparing to buy his first car. He had an encyclopedic knowledge of every feature and option offered on each car he was considering and yet seemed unsure of the right choice. I asked what was causing his indecision and...
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Unclaimed Money: Finding Money You Didn’t Know You Had
A client received a letter informing him that thousands of dollars in unclaimed funds in his name had been located. The “finder” company offered to help him claim this property for a fee; 10% of the value recovered. But first, our client would need to provide a copy of his...
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