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Monthly Archives: September 2024

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Precautionary Moves To Prevent Or Simplify Probate Disputes

By David Toback |

You have spent years trying to keep the peace between your feuding family members, and you have reached the conclusion that you only have a limited amount of time on Earth.  Meanwhile, you figured out long ago that your financial resources are limited.  Even with the nimblest estate planning sleight of hand, there is… Read More »

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Are You Prepared For The Time And Cost Of Probate?

By David Toback |

It is for good reason that people say that your 40s and 50s are the most stressful time in your life.  You are part of the “sandwich generation,” caring simultaneously for your children and your parents; both generations sometimes seem like they don’t need your help, only to catch you off guard with their… Read More »

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Florida’s Sun Coast Never Goes Out Of Style As A Retirement Destination

By David Toback |

If you are looking for a peaceful, affordable place to retire, you could do worse than Florida’s Sun Coast.  The Sun Coast gets its name from the fact that it has, on average, more sunny days per year than anywhere else in Florida, making it one of the sunniest places in the United States. … Read More »

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Practical Gifts To Celebrate Your Retirement

By David Toback |

Being boring is underrated.  Boring gift recipients are the best kind.  It’s stressful to buy gifts for adults because they might take them the wrong way; they might think your gift is a subtle criticism about their appearance or financial habits.  The most fun adult relative to buy gifts for is the one who… Read More »

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