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Wealth Protection Management Articles

Wealth Protection Management Articles

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Articles & Blog

Divorcing Baby Boomers

As Baby Boomers approach the last hurdle before the magic retirement age of 65, it is becoming increasingly newsworthy that growing legions of older Americans are untying the marital knot.

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Articles & Blog

Your Divorce is Unique

As you approach your golden years, you realize you may be heading toward divorce. Now you start asking questions: how does one start the process, how much is it going to cost, and how long does it take?

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How to avoid mistakes dividing up 401(k) assets in divorce

Divorcing couples can face enough agony as it is dividing up possessions and agreeing on custody of children, let alone splitting retirement assets.

Yet that nest egg often represents a divorcing couple\’s largest pot of money. And if the process for the division of those assets is not done properly, there can be a steep price to pay in taxes, penalties or an unintended amount of money going to an ex-spouse.

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Articles & Blog

Married, so should you have your own slush fund?

In this article by Jean Chatzky for Fortune.com, Lili Vasileff contributes to the discussion of recent research that finds many more men than women have bank accounts or credit cards that their spouse or live-in partner don’t know about. Should a married woman have a slush fund…a stash of cash that her spouse doesn’t have access to and maybe doesn’t even know about?

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Articles & Blog

How to Manage Household Records and Documents

Every household must work out its own records management system, but some general guidelines can help. A good system will provide an overview of what happens to property after a major life event occurs. Lili offers her advice in her latest blog post…

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Articles & Blog

Death and Taxes and Divorce?

How the new tax changes will impact planning for divorcing couplesby Lili Vasilef Ms. Vasileff, president emeritus of the national Association of Divorce Financial Planners,

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