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The Hidden Impact of Medicaid Estate Recovery: A Burden on Families

In July 2021, a 62-year-old woman received a shocking letter revealing an unexpected Medicaid debt of over $77,000 incurred by her deceased 88-year-old mother. This incident sheds light on the often-overlooked consequences of Medicaid estate recovery, disproportionately affecting families relying…

Brace Yourself: Impending Tax Changes and the Uncertain Future

Tackling the labyrinthine maze of U.S. tax regulations to file your return can already be headache-inducing. However, brace yourself for impending tax-related stress emanating from Washington in the near future. By December 31, 2025, crucial elements of the 2017 federal…

Protecting Your Child’s Identity: Safeguarding Against Credit Fraud and Identity Theft

In today’s digital age, scammers have found new avenues to exploit unsuspecting victims, including children. Identity theft targeting kids is a growing concern, as criminals can steal their personal information and use it for fraudulent activities, often going undetected for…

The Challenges and Risks of E-Filing Tax Returns

Electronic filing of tax returns, while convenient for many taxpayers, poses significant challenges and risks that are often overlooked. Despite its widespread use, e-filing is vulnerable to cyberattacks and can be less forgiving for taxpayers compared to traditional paper filing…

Navigating State Taxes: Owning Multiple Homes Across State Lines

Owning a second home across state lines can raise eyebrows and invite scrutiny from tax authorities. With states becoming increasingly vigilant in pursuing potential tax evaders, it is essential to ensure compliance with state tax laws to avoid legal entanglements…

The Importance of Estate Planning: Protecting Your Assets and Loved Ones

It is important to remember that estate planning and administration is more than the single act of drafting a will. It involves creating a legacy with every investment and asset you have, ensuring your loved ones receive the care they…

A Guide to High Net Worth Financial Planning

Most of us dream of obtaining financial freedom. Not only would this virtually eliminate stress from our lives, but it also opens countless opportunities to explore hobbies and enjoy life to the fullest. It’s no secret you’ll need to implement effective…

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The Hidden Impact of Medicaid Estate Recovery: A Burden on Families

Brace Yourself: Impending Tax Changes and the Uncertain Future

Protecting Your Child’s Identity: Safeguarding Against Credit Fraud and Identity Theft

The Challenges and Risks of E-Filing Tax Returns

Navigating State Taxes: Owning Multiple Homes Across State Lines

The Importance of Estate Planning: Protecting Your Assets and Loved Ones

A Guide to High Net Worth Financial Planning

Preparing for Retirement: How to Accumulate and Safeguard Your Earnings

What Issues to Consider at the END and START of a New Year

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The Pros and Cons of 401k Rollovers

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