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INCOME PROTECTION SIMPLIFIED

THE SAFETY NET ISN’T ENOUGH

The Problem When a financial contributor to a household either dies or becomes impaired, the family loses some or all of their income. The “Safety Net” Has Holes Most employers provide a baseline of income protection.

How Much Is Enough?

DEFINING THE RIGHT INHERITANCE

wealthmanagement.com

The 50% Rule

HOW TO MANAGE THE IMPACT OF TAXES & FEES ON YOUR INVESTMENTS

WealthStrategistPartners.com

Long-Term Care Insurance: Who Needs it?

HEARD ON NPR’S MORNING EDITION

By Marilyn Geewax

Cutting Edge Planning for the Affluent

A TRUST SURGES, HEIRS AND TAXES IN MIND, BUT MIND THE DETAILS

The New York Times

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