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Heirs Can Be Personally Liable For An Estate’s Taxes

Estate Planning MyPersonalCFO -
Someone thought enough of you to make you a beneficiary of their estate. They’ve passed away and now you’ve received your portion. The question...

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Financial Planning

Costly Traps on the Social Security Application

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You know you’ll have to do it someday. In...
Financial Planning

What You Can Do with a 529 Education Savings Accounts

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529 Education Savings Accounts are named after the section...
Estate Planning

Bank Accounts and Your Estate Plan

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You just got the final draft of your estate...
Financial Planning

16 Medicare Mistakes

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So, you’re almost eligible for Medicare. For many who...

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