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Latest Articles

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Estate Tax Repeal Law Update

Jul 19, 2010

The federal estate tax lapsed (was “repealed”) on January 1, 2010. But under current law, it wil...

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Health Care Law – Scam Alert

Jul 19, 2010

Many of the provisions of the new health-care law have not yet been implemented, yet a new wave of s...

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Beneficiary Designations Can Cause Problems for Children With Special Needs

Mar 21, 2010

Private retirement savings plans, like IRAs and 401(k)s, have become the main way for American famil...

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Medigap Coverage Is Changing

Mar 21, 2010

Several changes are coming to Medigap plans, which supplement Medicare’s coverage. In June 2010, f...

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Coping With Long Term Care Insurance Rate Hikes

Mar 21, 2010

If you have long-term care insurance, brace for the possibility of a steep increase in premiums this...

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The Good – The Estate Tax Is Repealed, For Now Effective January 1, 2010, there is no longer a ...

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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...

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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...

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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...

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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...

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