The fear that the government could one day seize their homes is deterring some people from signing up [for Medicaid]. Medicaid comes with a lot of give and take. It is a safety net for those who need it, but it does come with its drawbacks. One drawb… Read More

The fear that the government could one day seize their homes is deterring some people from signing up [for Medicaid]. Medicaid comes with a lot of give and take. It is a safety net for those who need it, but it does come with its drawbacks. One drawb… Read More

The law created a chance for wealthy families to move assets out of their estates and let their heirs benefit from any appreciation in value, said Lisa Featherngill, a managing director at Abbot Downing, a wealth-management unit of Wells Fargo &… Read More

Under the new rules, a Roth conversion would be available to anyone with a traditional 401(k) and an employer who offers a Roth account and conversion. It’s no doubt that the Roth IRA is a favorable option to many people when it comes to retirement… Read More

Under the new rules, a Roth conversion would be available to anyone with a traditional 401(k) and an employer who offers a Roth account and conversion. It’s no doubt that the Roth IRA is a favorable option to many people when it comes to retirement… Read More

Just when is the DSUE [Deceased Spouse Unused Exemption] available to a surviving spouse or the estate of a surviving spouse for use in determining the surviving spouse’s applicable exclusion amount? It can be very challenging to stay on top of fed… Read More

While most people are fixated on tax rate increases adding to their income tax bill in 2013 and beyond, very few people are aware that the Pease limitation reinstatement can add to their income tax bills by phasing out some key itemized deductions. A… Read More

The conversation around successions can be [sensitive], because it brings up all the same issues one faces when starting a business — only this time, you’re forced to imagine it without yourself in the picture. When it comes to business, successi… Read More