Life Transitions Planning

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The federal estate tax lapsed (was “repealed”) on January 1, 2010.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...

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...

Medigap Coverage Is Changing

Mar 21, 2010

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

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...

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...