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Smart Financial Steps for Unmarried Couples

Posted in Tax News on July 8, 2011

On July 6, 2011, Tom Scanlon,CPA  was interviewed by Logan Byrnes on Fox CT Morning News.  On the Money Matters segment, Tom talked about joint tenancy, the importance of having a will and beneficary designations. To see Tom’s interview, please click here:  Fox…

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Is Estate Planning Dead?

Posted in Tax News on June 16, 2011

With the Federal Estate Tax Exclusion of $5 million, many commentators have suggested estate planning is dead.  I think this deserves a closer look.

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The Importance of Beneficiary Designations

Posted in Tax News on April 28, 2011

When was the last time you checked your beneficiary designations for your retirement accounts that were established years ago?  Beneficiaries are the individuals or entities (such as a charity) that you name to receive these assets upon your death.  You…

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$4 Billion in Estate Taxes not Paid…Yet!

Posted in Estate Planning on May 14, 2010

Mr. Dan Duncan passed away in March of this year.  It is estimated his net worth was $9 billion, making him one of the top 100 most affluent people in the world.  A self-made man, he amassed his fortune in…

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