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Case Of The Week: Mr. & Mrs. Smith

Fact Pattern: Mr. Smith, husband:  79 years old; condition: Alzheimer’s; Mrs. Smith, wife, 72 years old; still working and healthy. Assets are as follows: ·         $300,000 401(k) in Mrs. Smith’s name ·         $100,000 IRA in Mr. Smith’s name ·         Approximately $100,000 in liquid assets ·         House worth $400,000 ·         Vacation... read more →
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