Latest Articles

The Estate Tax Expires, But….

Feb 21, 2010

The Good – The Estate Tax Is Repealed, For Now Effective January 1, 2010, there is no longer a ...

Ten Dos & Donts When Acting as a Trustee

Feb 21, 2010

Whether it’s an honor or a burden (or both), you have been appointed trustee of a trust. What resp...

More Seniors Eligible For Medicare Drug Subsidy

Feb 21, 2010

A million low-income seniors have become eligible for a big assist on prescription drug expenses thi...

End of Year Tax Planning Considerations

Dec 13, 2009

As the New Year approaches, taxpayers around the nation are thinking about making gifts or other fin...

Medicare Open Enrollment Period Ends 12/31/09

Dec 13, 2009

It is that time of year again — time to reassess whether your Medicare plan is working for you. Me...

Health Care Reform And Long Term Care

Dec 13, 2009

Many of our clients have asked us what impact, if any, the legislative health care reform being cons...

Annual Nursing Home Cost Close To $80,000/year

Nov 16, 2009

Price rollbacks throughout the U.S. economy during the past year did not apply to long-term care ser...

10 Reasons To Create An Estate Plan – Now!

Nov 16, 2009

Many people think that estate plans are for someone else, not them. They may rationalize that they a...

Medicare Premiums To Increase For Some In 2010

Nov 15, 2009

After not rising last year, the basic premium for Medicare Part B will shoot up 15 percent to $110.5...

Estate Planning for Second Marriages

Oct 20, 2009

Getting remarried can be a joyous event, but it can also make estate planning more complicated. Addi...