…Congress will pass, but last year’s attempt to gut the unified credit died in committee for good reason: The small business and farm communities went ballistic when they learned of…
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The Groundhog Faces The Music
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Getting Rid Of Stale Debt
…and states are free to set a higher standard of professional conduct than the Supreme Court seems to demand. Setting such a standard would be a sensible way to mitigate…
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How Brokers May Spin New Fiduciary Rules
Labor Department, Washington, D.C. Photo by Flickr user Josh. The brokerage industry fought the new fiduciary rules from the Labor Department every step of the way. The battle appears to…
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When A Bank Won’t Say Goodbye
…toll-free number. When I did, another automated message informed me that our October payment was not received, and offered to let me make it immediately over the phone. But we…
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A Long-Ago Actress And A ‘Modern Family’
Even the most affectionate relationships can get pretty complicated – a fact well known to millions of fans of ABC’s top-rated sitcom, Modern Family. Add a little Hollywood ego and…
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Using A Self-Settled Trust To Protect Assets
…only a professional can provide. Despite the complications, the benefits of self-settled trusts are clear. Self-settled trusts offer the winning combination of asset protection and estate planning with one technique….
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Plan Now for Higher Taxes Ahead
The re-election of President Barack Obama, along with a Republican-controlled House of Representatives and a Democratic majority in the Senate, seems to leave Washington almost as it was before -…
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When Should You Borrow From Your 401(k)?
…from a Roth 401(k). A Roth account is funded with after-tax dollars, but the account grows tax-free. That means, in the example above, Sarah gets to withdraw the full $100,000…
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An Employee Too Hot To Handle
…to support. As I see it, the law – as well as common decency – entitles them to a boss who does not inject matters like race, religion and sex…
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