In Washington’s current hyper-partisan climate, a law with strong bipartisan support is worthy of notice. Yet one such law, which had the further distinction of creating a new financial planning option for individuals with disabilities and their families, may have flown under your radar as 2014 wound to a close.
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Tax diversification is integral to a well-structured retirement plan. By holding assets in accounts with different tax treatments, such as …
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Many people associate taxes with only one date: April 15. In reality, though, tax planning should be a year-round part …
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A Connecticut Consumer Tax Break Comes At The Expense Of Business. Companies and trade groups in Connecticut are not happy …
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While home is said to be where the heart is, that definition is unlikely to pass muster with state and local tax authorities, who have a vested interest in a more specific definition.
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In a world of smartphones and tablets, portability is something we take for granted in our gadgets. But thanks to some recent legislative changes, it is now something that estate planners can take for granted too.
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If we measured human lives like football or basketball games, halftime would come for most of us when we are …
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Private foundations may help you achieve your philanthropic goals, but while they can prove deeply rewarding, they can also be …
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When a loved one begins to experience memory loss and other cognitive issues, it is only natural to wonder whether …
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Two veteran staffers joined the management team and four newcomers were added to our staff as Palisades Hudson enjoyed a …
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