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Article on Wills, Inheritance & Halacha in Community Magazine

An article I wrote on yerusha (Jewish Laws of Inheritance) and halachic estate planning was published in the October 2009 issue of Community Magazine.
See The Top 10 Questions & Answers About Wills, Inheritance & Halacha.  If you’re concerned about halacha, you should, at the very least, have a will.
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Estate planning basics

A CNN Money/Fortune Magazine article published yesterday gives a basic overview of some estate planning fundamentals. See How to avoid the ‘death tax’ by Janet Morrissey, 6/4/09.
As we’ve mentioned, although the estate tax is set to expire at the end of 2009, Congress is expected to pass new legislation that will keep the estate [...]

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The free lunch seminar trap

A recent Wall Street Journal article by Jennifer Levitz reported that financial scams targeting seniors are on the rise, and states are responding by increasing penalties on scammers.
Seizing on fear of stock-market turmoil, sales people and fraudsters are hawking investments that claim to be “low-risk,” or a supposedly safe way to invest in the stock [...]

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Life insurance basics

The New York Times published a basic article on life and disability insurance last week.  See Life and Disability Insurance: What You Need to Know, Paul Sullivan, New York Times, April 28, 2009.   
From the article:
Life insurance comes in a variety of forms meant to accomplish a range of objectives, from providing for survivors to moving [...]

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Common sense estate planning: Get Organized!

Think of the people you’re burdening with your mess.

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