Posts Categorized: Uncategorized

Hello world!

Jul 5, 2012 / By: academy

Welcome to Academy Member Websites. This is your first post. Edit or delete it, then start blogging!

How Many Estate Planning Documents do I Need?

Nov 3, 2011 / By: Dennis D. Duffy

Category: Estate Planning, Uncategorized

The most simple of plans includes a simple will, financial power of attorney, health care power of attorney (with HIPAA release), living will, and organ donation form. That’s 5 estate planning documents. These plans...

Are You About to Get Married? Create an Estate Plan!

Sep 2, 2011 / By: Dennis D. Duffy

Category: Uncategorized

You will likely want to pass your property on to your partner after your death.

Keep Track of Usernames, Passwords and PINS

Apr 1, 2011 / By: Dennis D. Duffy

Category: Uncategorized

As your loved one begins to quickly forget, it can be difficult to get the important information that you need. Take the care to make sure that your loved one’s usernames, passwords, and PINS...

IRA Charitable Rollover Passes For 2010 and 2011!

Dec 22, 2010 / By: Dennis D. Duffy

Category: Charitable Planning, Financial Planning, Retirement Planning, Taxes, Uncategorized

On December 17, 2010, the President signed into law The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010. This bill restores the IRA Charitable Rollover for 2010 and permits its use in...

Happy Columbus Day!

Oct 11, 2010 / By: Dennis D. Duffy

Category: Uncategorized

As we celebrate Columbus Day we think of his discovery of the New World. Did you realize it happened by accident and was actually a mistake? Click here for story. How we deal with errors...

How do you feel about government? Then VOTE!

Sep 30, 2010 / By: Dennis D. Duffy

Category: Estate Planning, Financial Planning, Uncategorized

Within 5 weeks we will have an election! I recently completed my absentee ballot and mailed it in for the General Election on November 2nd. It reminded me that one of the greatest privileges we...

Posts Categorized: Uncategorized

Hello world!

How Many Estate Planning Documents do I Need?

Are You About to Get Married? Create an Estate Plan!

Keep Track of Usernames, Passwords and PINS

IRA Charitable Rollover Passes For 2010 and 2011!

Happy Columbus Day!

How do you feel about government? Then VOTE!

Request a free guide!

Follow Us Online

Seminars

Free Consultation

Resources

Contact Us

Reports

Quick Links