Movie Lessons in Estate Planning: Willy Wonka and the Chocolate Factory

By David A. Kubikian   Special Edition:  Willy Wonka and the Chocolate Factory Earlier this week, the world lost one of its classic cinematic comedians.  Gene Wilder, the lead in comedy hall of fame movies Young Frankenstein and Blazing Saddles passed away after a long fight with Alzheimer’s.  Instead of a TV show edition, we […]
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Preserving a Vacation Home or Camp for Future Generations

When people own something of sentimental value, they are sometimes unsure of how to pass it pass it down to their family for future generations to enjoy. This can especially happen with a vacation home or camp that has been in the family for years. Example: You own a beach or lake-front vacation home for years in […]
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What is Involved in Being an Estate Executor?

If you are asked to serve as the executor of Will, think carefully about the decision before accepting the position. Acting as an executor or administrator of an estate can involve a great deal of work, depending on assets and the complexity of the estate. For example, an estate with a large investment portfolio, property in […]
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Assisted Living Cost Considerations

Assisted Living facilities have become a popular option for aging people who do not need the level of care offered in a nursing home, but need some assistance with activities of daily living and want to maintain some independence. To make an informed choice among the many facilities available, you need information about staff qualifications, […]
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Pet Trusts Help Ensure the Future Care of a Beloved Animal

May is National Pet Month and celebrates the joy and benefits that pets bring to people’s lives. It’s a unfortunate fact that many well-loved pets become orphans or neglected when their owners die or become incapacitated. If family members, friends or neighbors don’t intervene, these pets will likely enter animal shelters where they may be euthanized if new […]
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TV Lessons in Estate Planning: The Simpsons

by David A. Kubikian Season 2, Episode 5 Background: The Simpsons is an animated sitcom that first aired on FOX on December 17, 1989. The series, which has been on the air for the last 27 (TWENTY-SEVEN!!!) seasons, revolves around the Simpson family and their friends and neighbors in Anytown, USA a.k.a Springfield. The Family Tree: […]
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Deductible Medical Expenses for Seniors

The older people get, the more medical expenses they tend to incur. The only saving grace is the expenses may add up to a federal income tax deduction. Specifically, you can deduct medical expenses you are not reimbursed for to the extent they exceed 10 percent of your adjusted gross income (AGI) for 2016 (unchanged from 2015). However, […]
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The Potential Risks of Do-It-Yourself and Internet Wills

Perhaps you’ve seen the ads on television and on the Internet. For less than $100 (sometimes a lot less), you can get a will. It may appear to be a good way to save money and time (one site says you can finish your will “in less than 15 minutes.” But along with the savings, […]
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Answers to Your Questions About Picking an Executor

Your executor is responsible for handling the final details of your estate, such as paying off debts and distributing whatever is left to the rightful heirs and beneficiaries. It can be a difficult job if the person doesn’t have the skills necessary to handle it. Here are answers to some of the commonly asked questions […]
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TV Lessons in Estate Planning: Happy Days

by David A. Kubikian Season 2, Episode 4 Background: Happy Days was a sitcom that first aired on ABC on January 15, 1974.  The series, which was on the air for 11 seasons, revolved around the Cunningham family in the mid-1950s through mid-1960s.  The Cunninghams lived in Milwaukee, Wisconsin and were your normal middle class family. […]
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