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Archive for October 2017

BETTER BUSINESS: The Triple Bottom Line

Better Business: The Triple Bottom Line

“No man is an island,” wrote poet John Donne, and certainly the same is true of any small business. The beauty of working with people who own and operate a small and/or family-owned business is that those people usually understand how important their surrounding community is to their own prosperity. They consider that community in…

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Medicaid Asset Protection Trust

Medicaid Asset Protection Trust

Given the escalating costs of long-term care (Orange County nursing homes currently cost an average of almost $12,000.00 per month), not surprisingly, people are searching for ways to shelter their hard-earned assets from the potentially devastating financial effects of a lengthy stay in a nursing home. If long-term care insurance is not an option, a…

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THE IMPORTANCE OF TITLE: The Pitfalls of Joint Ownership

The Importance of Title: The Pitfalls of Joint Ownership

When people think about estate planning, the last will they executed 20 years ago undoubtedly comes to mind. Most never consider that the way their accounts are owned will have specific, possibly undesirable after-death consequences. In fact, coordinating how you own your assets with your estate planning goals is vital to the success of your…

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