Apr 29, 2013 | Estate Planning, Tax Law
Although Medicare and Medicaid are both household words, many people confuse the two. There are significant differences between these programs and anyone caring for their loved ones should understand the basic differences and how Medicaid in particular can help you....
Jan 7, 2013 | Estate Planning, Tax Law
In the early hours of 2013, Congress passed, and the President signed, the American Taxpayer Relief Act of 2012 (the “2012 Tax Act”), leaving most of our clients asking the question, how does the 2012 Tax Act impact my income and/or estate tax planning? Estate and...
Nov 12, 2012 | Estate Planning, Tax Law
Beginning January 1, 2013, a new 3.8% Medicare tax will take effect, while at the same time many of the tax cuts and incentives passed over the past several years are scheduled to “sunset” on December 31, 2012 if Congress fails to take any action after the...
May 17, 2012 | Estate Planning
It is not uncommon for clients to create an estate plan and later not understand how their estate will be handled. The keys to an effective estate plan include not only executing well planned documents, but also understanding the importance of titling your assets and...
