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Restructuring Your Assets to Qualify for Medicaid
Medicaid eligibility is exceedingly complex. This article explains the income and asset restrictions, and the estate planning strategies to consider to restructure your assets so you can potentially qualify for this benefit.
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Janney Advises Constellation, Inc. on Its Merger With Curi Holdings, Inc.
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Why Proper Account Titling Is Vital for Your Estate Plan
The way your assets are distributed into accounts, and, specifically, the way those accounts are titled, can directly affect your estate plan.
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Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Below are some best practices to help you avoid becoming a victim.
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Janney Welcomes Jamie Jones as Director of Business Development and Teaming
Addition enhances the firm's growing Practice Management Group.
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Bits and Bytes in Your Estate Plan
Technology has brought us various conveniences and efficiencies—but have you thought about how it could affect your legacy and beneficiaries? This article explores the importance of a comprehensive estate plan, including your digital assets.
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Trusteed IRAs Need to be Reviewed Under Post-Secure Act Rules
Those considering using a trusteed IRA to address larger wealth transfer goals are encouraged to take a fresh look at their plans following updated distribution rules of the SECURE Act and SECURE Act 2.0.
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Do You Know How Organizing Your Business May Impact Your Exit Strategy?
An old tax maxim holds that “the tax tail shouldn’t wag the dog.” However, it makes sense to be aware of various exit strategies when you’re starting a business.
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Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change issued by the Internal Revenue Service (IRS).
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Janney Advises CFO Strategic Partners on Its Sale to Atlantix Partners
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Market Street Advisors Joins Janney in Montvale, New Jersey
Experienced six-person team joins Janney, expands presence in region.
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Janney Wins WealthManagement.com Industry Award for Financial Advisor Transition Support
Firm recognized for its Financial Advisor Transition Video Campaign.
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Janney Opens New Office in Pittsfield, Massachusetts, with addition of Berkshire Wealth Advisors
The four-person team expands Janney’s presence in the region.
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Avoid Getting Scammed
Thousands of new scams emerge every year. Follow these best practices to help protect yourself and your family.
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Does Your Buy-Sell Agreement Need a Check-Up?
Life proves over and over that it is full of uncertainties.
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Janney Advises Kemco Systems on Its Sale to CECO
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Best Financial Strategies Group Joins Janney in Goldsboro, North Carolina
The addition continues Janney’s expansion in North Carolina.
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Janney Advises NexTier, Inc. on its Acquisition of Mars Bancorp, Inc.
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Janney Advises PB Financial Corporation on Its Acquisition of Coastal Bank & Trust
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Janney Advises McHenry Savings Bank on Its Sale to Michigan State University Federal Credit Union