April 4th 2009 Newsletter
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Financial Downturn Coupled With Changing Estate Tax Rules Mean It’s Time to Review Your Estate Plan |
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Many people have a lot less money than they used to, and one of the Obama administration’s main priorities is to make the estate tax permanent before it expires at the end of the year. Now makes a good time to check to make sure that your documents are doing what you intended. |
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The American Recovery and Reinvestment Act of 2009, the $787 billion stimulus package that President Barack Obama signed into law February 17, 2009, includes a number of provisions that help the elderly as well as the economy. |
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Along with many other changes, your insurance needs change when you retire. It is a good idea to look at your insurance options and figure out what you need or don’t need and where you might be able to achieve some savings. |
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New Study Finds Financial Abuse of Elderly Is Costly and Vastly Underreported |
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Elder financial abuse costs older Americans more than $2.6 billion a year and is most often perpetrated by family members and caregivers, according to a new report. |
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