Legal and Tax Considerations

Ask your attorney about

Ownership options to bypass probate

Tax deferred exchange for investment property

IRA's and 401K ownership

AARP on Legal Issues

National Senior Citizen Law Center


TAX Condsiderations


State - best to google your state for these issues.


if you need to update update your will or have questions about legal issues call and we will connect you with one of our Senior Legal Specialist Business Partners. Steve Reilly 203-246-7372 or



Organization Effectiveness

Effectiveness Model




Stephen Reilly

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