Category Archives: Tax

Estate Planning for your Vacation Home

If you own a vacation home, it may have great significance to you from a personal, family, financial and emotional perspective.   How and whether that home will be passed on to others is a serious concern that can result in … Continue reading

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Marks of the Ideal Trustee

How many people even give the duties of a trustee any thought when they are choosing who they will designate to serve in that capacity?  A trustee’s role is a complex mix of duties, responsibilities and potential liabilities, and in spite of … Continue reading

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What do you do when you lose a spouse?

The loss of a spouse can be very traumatic to the survivor in many ways.  When the spouse who passes away is also the one spouse who took care of the couples’ finances, the death can be even more troubling.  … Continue reading

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