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Trusts for Personal Residences

A person's estate planning strategy should aim to minimize their beneficiaries' taxes while protecting their assets. The qualified personal residence trust (QPRT) is a valuable tool in this area. This specialized trust enables individuals to transfer their primary residence or…

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The Elderly Are Facing Financial Challenges

Financial difficulties are clouding the golden years for many older Americans. One article addressed some of the seniors’ biggest financial challenges and what they can do to fight back. What follows is a summary of the article. Historically Low-Interest Rates…

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