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Getting Your Affairs In Order
(General/Blog)
... need to sign and return a form.” National Institute on Aging http://www.nia.nih.gov Preparing Advance Directives or Living Will Advance directives are legal documents that state the kind of medical ...
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Medical Tourism: A Primer
(General/Blog)
... administrative services. Self insured plans have the flexibility to pay for medical services outside the USA, and private insurance plans may eventually offer similar arrangements. In some southern States, ...
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When Is It Time to Consider Moving a Family Member with Memory Impairment?
(General/Blog)
... as well as medically to receive nursing home care paid for by Medicaid. Also, since Medicaid is a State and Federal program, the 50 United States are really 50 separate countries in terms of eligibility ...
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Courses Offered
(General/Resources)
... of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID: 109413). State boards of accountancy have final authority ...
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Affiliations
(General/About)
Chris Cooper & Company is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State ...
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Retiring and Living Outside the USA
(General/Blog)
The North American Free Trade Agreement (NAFTA) treaty of 1994 opened many opportunities for Americans and Canadians to buy and own real estate in Mexico. Mexico is an exciting place to consider retirement ...
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The Benefits of a Roth Conversion
(General/Blog)
... limitations may now contribute to a traditional IRA and simply convert the contributed dollars to a Roth IRA during the same tax year. • Estate Tax. Another advantage to the Roth IRA conversion ...
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Gearing Up for Life on the RV Road
(General/Blog)
... Lemon laws, which guarantee consumers replacement motor vehicles or refunds after a certain number of problems or days in the shop, vary by state and often don't apply to RVs, The Wall Street Journal recently ...
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Should You Be a Borrower or Lender? The Return of the Personal Loan
(General/Blog)
... the borrower dies suddenly, the lender’s investment may be lost if the agreement isn’t structured correctly. A properly executed promissory note is still an obligation of the estate, and may continue to ...
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Joint Ownership of Life Insurance
(General/Blog)
Life insurance is often the best way to provide liquidity for payment of estate taxes. However, if the insured owns the policy, the proceeds will be includable in the insured’s estate for federal estate ...
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The Pitfalls of Naming a Trust as a Beneficiary
(General/Blog)
... (i) the trust must be valid under state law (ii) the trust must be irrevocable, or become irrevocable upon the grantor’s death (the latter is nearly always the case), and (iii) the trustee, by October ...
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Annuities & Estate Planning
(General/Blog)
Nonqualified variable and fixed annuities (i.e., annuities purchased with after-tax dollars) require special attention in the estate planning process to assure maximum post-death tax deferral. First, ...
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Employer Support for Care Giving Employees
(General/Blog)
... that don’t offer benefits or address eldercare wind up paying for them. A recent study by the MetLife Market Mature Institute and the National Alliance for Caregiving states that U.S. companies pay between ...
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The End of The Estate Tax (otherwise known as “Throw Granny from the Train”)
(General/Blog)
Nine years ago, Congress passed the Economic Growth Tax Relief and Reconciliation Act of 2001 (EGTRRA), which made major changes to the federal estate tax system. The 2001 legislation progressively increased ...
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Retiree Benefits under the American Recovery and Reinvestment Act
(General/Blog)
... and incentives for individuals and $192 billion in direct aid to states, unemployed and for the adoption of health care information technology. Through a combination of tax cuts, direct investments ...
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Chris Cooper, CFP®, Launches New Comprehensive Financial Planning Web Site
(General/Blog)
... and elderly adults and their families. The firm provides counselling and guidance in the areas of investments, taxation, and estate preservation. For more information, visit www.chriscooper.com . ...
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Services
(General/Services)
... on retirement and educational funding. We also specialize in tax preparation and estate and gift tax planning. Services Provided ElderCare Advocates Comprehensive Financial Planning Investment ...
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Terms of Use
(General/Main)
... as being accurate. Visitors should not regard it as a substitute for the exercise of their own judgment. Our comments are an expression of opinion. While we believe our statements to be true, they always ...
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Important Disclosure
(General/Main)
Regulatory and Disclosure Information for www.ChrisCooper.com Regulatory Disclosure: Chris Cooper & Company, Inc. is a licensed advisory firm in the States of California, Michigan, and Ohio. We ...
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Peter Jennings Reporting - Breakdown: America’s Health Insurance Crisis
(General/Blog)
Today in the United States there are an estimated 46 million people—that is almost one in six Americans—who don’t have health insurance. The numbers continue to grow as health insurance costs rise and ...