Category Archives for Tax Planning

Navigating the Sandwich Generation with Ease

July is Sandwich Generation month. If you’ve never heard of it: the average age of parents raising children in the US continues to rise, leaving many middle-aged Americans in a category commonly

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Tax Season! Investing Your Tax Refund Creatively

David Feakes, President of The Parents Estate Planning Law Firm, PC, shares why investing in a comprehensive estate plan is the smart, loving way to use your tax refund this year. Also covered, Red Sox

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5 Creative Ways to Invest Your Tax Refund in Your Family’s Future

Expecting a tax refund this spring? Up to 80% of us are, and will have to decide what to do with our tax refund of, on average, about $2,832! Though it can be tempting to see a tax refund as “free money”

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Protect Your Surviving Spouse

Protect Your Surviving Spouse – Review your plan TODAY for this language!

If you created an estate plan that includes a living trust, you must review it to determine if it contains language that could create unnecessary cost, effort and stress for your surviving spouse. Back

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Five Reasons To Never Give An Outright Inheritance To Your Children – and What to Do Instead!

If you’re like me, you want to leave an inheritance for your children. It’s likely part of what you are working so hard to do. But, far too often, the way we leave those inheritances actually does

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Medicare Facts For You, Your Parents

People who are nearing the age of 65 should be making plans for the transition from private health care to Medicare. It is not a simple process or one that happens automatically. You have to initiate the

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Lottery

What to do with a cash windfall

Many of us like to fantasize about winning the lottery. We muse with our friends about how we might spend the money, and we dream about never wanting for anything ever again. The odds are against us, of

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Should I Pay Off My Mortgage Now or Save More Money?

To many people, living debt-free is a lifelong dream. It’s the picture of the easy life. Retired with no debt. . . You may be surprised to learn, however, that debt-free is not always the best decision

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Can I Benefit from a Reverse Mortgage?

It seems that we can’t turn on the television or radio without hearing an ad for a “reverse mortgage.” So what is a reverse mortgage exactly, and who can benefit from using one? A reverse mortgage

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What Business Owners Need To Know About The New Tax Law

After much twisting of arms and gnashing of teeth, Congress took action on the tax issue… On December 16, 2010, the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 was

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