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Epilawg Guest Articles

What’s in a Name

by Bob Cohen February 5, 2016 Guest Articles

The life insurance industry has become increasingly complex. New and multiple policy types deliver both choice (a good thing) and complexity (not such a good thing) to your client’s decision-making. Policy names (Adjustable, Flexible and […]

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Powers of Attorney: Underrated Estate Planning Documents

by Manish Bhatia January 25, 2016 Guest Articles

Powers of attorney are very flexible documents used to reflect your wishes for decisions regarding your health care and control of your assets if you are ever unable to make those decisions yourself.  If you […]

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Using a Testamentary Letter to Explain Your Estate Plan

by Robert Lynn January 20, 2016 Beneficiary

Your estate plan likely includes formal documents (a will, perhaps one or more trusts) that direct transfers of your property when you die. But those documents won’t identify each and every item to be transferred. […]

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The Right Way to Inherit

by Manish Bhatia December 20, 2015 Estate Planning 101

While an inheritance is often considered a gift by the recipient, from a tax perspective, there optimal ways to inherit a retirement account. From the language used to designate the beneficiaries to important IRS-imposed deadlines, […]

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Excluded Assets for Medical Assistance: Burial Space and Burial Space Items

by Jill Sauber December 10, 2015 Guest Articles

This article focuses on burial spaces, burial space items, and irrevocable insurance-funded burial agreements. There are various types of burial agreements, but only one type of burial agreement is discussed below because of the potential […]

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DWI’s – The Devastating Impact on the Defendant

by James Gempeler November 9, 2015 Guest Articles

DWI’s are much more common than you may think. In fact, someone within your group of friends and/or family likely has a DWI, even if you don’t know about it. And let’s be clear, getting […]

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Donor Advised Funds go Mainstream

by Nick Scheibel October 22, 2015 Charity/Giving

In the four years since this site last addressed Donor Advised Funds, this tax planning tool has grown significantly in popularity. Between 2011 and 2013, total assets in Donor Advised Funds grew from $38 billion […]

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Succession Planning for Your Company and Your Retirement

by Aaron Hall August 6, 2015 Business

You have built a successful company. Now you are starting to think about the potential for retirement. Retiring is a bit more complicated when you own the company. Your reputation, core values, personality, and relationships […]

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The Bank of Mom and Dad: A Guide to Intra-Family Loans

by Diana Ringuette July 27, 2015 Guest Articles

We’ve all heard jokes about taking a loan from the Bank of Mom and Dad. What you might not know is that intra-family loans can be a great way to transfer significant wealth and avoid […]

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Carrier Errors: The Importance of Life Insurance Policy Review

by Bob Cohen July 23, 2015 Guest Articles

In a previous post, I discussed the importance of having a life insurance policy analysis done on a regular basis. I was recently reminded of the importance of policy reviews when I received correspondence from […]

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Overcome Obstacles to Effective Healthcare Directives

by Anne Denny July 21, 2015 Estate Planning 101

Are improvements to healthcare directives necessary and possible? The answer is an emphatic YES! As a trusted advisor, you can blaze the trail for your clients. In the past three decades, a relatively low percent […]

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