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Apr
The End of Valuation Discounts is Coming: Proposed Regulations to Section 2704
Copyright 2016, WealthCounsel, LLCThe days of reducing gift and estate tax through valuation discounts for closely-held family businesses appear to be coming to an end. After months of anticipation, the U. S. Treasury has released proposed regulations that will significantly re...
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Apr
Life Insurance, the Forgotten Asset Class
Estate Taxes are not the only reason to own Life Insurance. Life Insurance can be regarded as a vital, asset class separate from other savings and investments that adds diversification and certain unique benefits. With the November 2016 presidential and Congressional Election loo...
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Apr
Elder Exploitation and Financial Abuse: Marking the 10th Anniversary of World Elder Abuse Awareness Day
June 15th, 2016 marks the 10th anniversary of World Elder Abuse Awareness Day. Please read below for some important signs of Elder Abuse that can help you detect whether your loved ones or friends may be at risk of becoming a victim. Elder Exploitation and Financial Abuse It is...
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Apr
Inherited Trust Shares and Divorce – Protecting your Children
Among the most important benefits of holding assets in a living trust is ensuring that they pass to beneficiaries protected from creditors, for instance, from a child’s divorcing spouse. A testamentary gift to your child outright and in their own name can be considered part of th...
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Apr
Why Everyone Should Have a Health Care Power of Attorney
A Health Care Power of Attorney is a document that authorizes another person to make medical decisions for you if you are unable to do so. There are many different situations that could result in a person being unable to make or communicate medical decisions and these situations...
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Apr
More for Christmas, Less for the IRS – Saving Money with Year End Tax Planning
Executive Summary Most year-end income tax planning strategies fall into two broad categories: first, maximizing available credits and deductions, and second, accelerating and postponing income and deductions. The heart of intelligent income tax planning is taking advantage of c...
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Apr
The Many Pieces of Resting in Peace
For many people, end of life planning means having a good will and a better prayer. Some may also think about doing a trust, healthcare power of attorney, living will, long term care planning and even talking things over with family. But many people fail to think about funeral a...
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Apr
Making Your Wishes Known
This article first appeared at Council on Aging for Henderson County’s website in July, 2015 Most of us have seen the tragic stories on the news during the past several decades involving families torn apart over the decision to keep or remove life support for a loved one who has...
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Apr
Choosing the Right Power of Attorney to Protect Your Assets
It is a sad and unfortunate reality that many seniors each year lose thousands of dollars or more in cash and other assets to the person, often a family member, who they trusted to be their financial power of attorney. To avoid this situation, it is important to understand what a...
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Apr
Capital at Play covers Andy Strauss
The April issue of Asheville's own Capital at Play Magazine carried the Estate Planning article “How to Exit in Style” featuring Andy Strauss. Andy had a great time working with writer, Marie Bartlett, and photographer, Bugs Utsey, as you can tell by the image b...
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