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What happens to my online accounts when I die?

These days, using a personal computer is just a normal part of life. You may have e-mail or online accounts that require a password, or you may have pictures, videos, or documents stored online or on your hard drive. You may even maintain a blog or website. Like your physical assets, these “digital” or “cyber” …

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The Spousal IRA Rule

Generally, you can contribute up to $5,000 to an IRA in 2011 ($6,000 if you’ll be age 50 or older by the end of the year), as long as you have taxable compensation at least equal to the amount of your IRA contribution. But what if you have little or no taxable compensation for the …

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Portability of Basic Exclusion Amount between Spouses

Transfers of property during life or at death are generally subject to federal gift or estate taxes. Each taxpayer has an applicable exclusion amount, which is the amount of property that can be sheltered from federal gift and estate taxes by the unified credit. Prior to 2011, each spouse was entitled to his or her …

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Could You Handle a Financial Windfall?

Receiving a financial windfall is often a life-changing event. It’s a relatively common one, too. You might never win the lottery, but the odds are that at some point you’ll receive a significant amount of money, perhaps from an inheritance, bonus, insurance settlement, or the sale of a home or business. If so, would you …

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Summer 2011 Newsletter

Download PDF A Review of the Markets After strong first-quarter gains in the stock markets, it was mostly downhill from there. Following April’s year-to-date highs, when the Russell 2000 hit its highest level on record, week after week of declines battered all four U.S. indices. However, a rally in June’s final week left the Dow …

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