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Monthly Archives: October 2017

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Determining Your Net Worth

By Cavallo & Cavallo |

Before considering what estate planning and asset protection strategies are best for you, it is important to have a realistic appraisal of your net worth. This includes the various values of the items you possess, any business interests you own, and the money you have in various accounts, minus your debts and liabilities. The… Read More »

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Preserving Your Assets While Paying For Nursing Home Care

By Cavallo & Cavallo |

You have worked hard all your life to create a home and to accumulate enough savings to live on in retirement, while still having something to pass along to your children. Unfortunately, the older you get, the prospect of having to deplete your life savings in order to pay the high costs associated with… Read More »

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Including The Potential for Disability in Your Estate Planning

By Cavallo & Cavallo |

As part of protecting your loved ones in the event of the unexpected, you may have already taken the steps to ensure you have the proper estate planning documents in place. While you may have taken the steps to create a will, properly title property, and establish a trust, planning on what you might… Read More »

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Protecting Your Assets Against Investment Fraud

By Cavallo & Cavallo |

You have worked hard to earn and save money to put towards your retirement. While the investments and accounts you possess are meant to provide for you and your family’s financial security, it is easy to fall prey to scams. Part of protecting your assets is knowing the types of financial fraud that are… Read More »

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