If we measured human lives like football or basketball games, halftime would come for most of us when we are …
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When And How To Establish A Foundation
Private foundations may help you achieve your philanthropic goals, but while they can prove deeply rewarding, they can also be …
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Dealing With A Loved One’s Cognitive Decline
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 Employees Promoted, Four Added At Palisades Hudson
Two veteran staffers joined the management team and four newcomers were added to our staff as Palisades Hudson enjoyed a …
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Duly Noted
Tax Court’s ‘Imaginary Scenario’ Reversed On Appeal. A federal appeals court sided with the taxpayer in an estate tax fight …
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Charitable Giving With Retirement Benefits
Retirement funds and charitable planning may not be two areas most people would naturally think to combine. But in many cases, donating retirement benefits to charity can be an ideal solution, both for the donor and the recipient.
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Income Tax Planning For Large Estates
Recent income and estate tax updates have adjusted how the planning game should be played. If your estate plan was drafted before they came into effect, reconsidering how you structure your estate could save you tens of thousands, or even millions, of dollars.
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Duly Noted
Just Keep Doing What You’re Doing. Having lost a landmark case in New York’s highest court, state tax administrators issued …
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Social Security And Medicare Planning
Many Americans think that Social Security and Medicare are one-size-fits-all programs that offer no opportunity for choice or customization. But in fact, taking the time to fully understand how these programs work and to consider the most effective ways to include them in a long-term financial plan can significantly expand their usefulness.
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U.S.-Canada Tax Issues
Americans and Canadians frequently run into their neighboring country’s tax laws. Although dealing with international tax concerns is often complicated, a special relationship between the United States and Canada offers some protection for citizens who earn income or conduct business in both countries.
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