Helping Families Preserve Their Wealth
Dennis D. Duffy · ·
A Revocable Living Trust is a great alternative to a Last Will and Testament, especially if you want to avoid probate. To create a Trust, you must write a Trust agreement, name your beneficiaries, …
[Read more...] about Is it Safe to Write Your Own Living Trust?
Dennis D. Duffy · ·
I thought I would share a recent experience I had that I believe emphasizes the need my clients have for Funeral Trust planning. My client died in a local nursing home recently. The only daughter …
[Read more...] about How will your family pay for your funeral?
Dennis D. Duffy · ·
We get this question from clients and others. Can Congress really consider a change to the tax law AFTER THE FACT? Steve Hartnett the Associate Director of Education st the American Academy of …
[Read more...] about Can Congress Reinstate the Estate Tax Retroactively?
Dennis D. Duffy · ·
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 and accept …
Dennis D. Duffy · ·
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 …
[Read more...] about How do you feel about government? Then VOTE!
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