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The Triathlon Journey Continues

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Dear Family, Friends, Clients & Colleagues: It has been awhile since I wrote about one of my triathlons, so I thought I would share a story about one of my recent events. I hope you enjoy it. Thanks Stephen A. Mendel ____________________________________________________________________________________________________ It’s 4:20 a.m. on September 28, 2014. It’s a Sunday morning, and I am wide awake. This is a good sign, because the alarm is set for 4:35 a.m. Today’s a big day. … [Read more...] about The Triathlon Journey Continues

How to Avoid Estate Taxes

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With the estate tax making a comeback next year, people with taxable estates are once again looking for ways to minimize- or even avoid – their estate tax bill. You’re taxed on the value of assets you have in your “gross estate” at the time of your death, so the way to reduce your tax bill is to reduce the size of your gross estate. Here are the methods for doing that: Spend, Spend, Spend. Spending your assets is the obvious choice, and it’s also likely the least attractive. While spending … [Read more...] about How to Avoid Estate Taxes

Not All Property Is Subject To Probate

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Probate is the court-administered process for distributing your property to your heirs when you pass away. But, did you know that not all property has to go through the probate process? Generally, property that is titled solely in your name at the time of your death – and that no one else has any contractual right to receive – has to go through probate. Property that’s not in your name, or that’s in your name and someone else’s, does not have to go through probate. Knowing what property does … [Read more...] about Not All Property Is Subject To Probate