News & Articles

Federal officials are eager to get the word out that seniors and disabled individuals enrolled in Medicare Part A — which covers hospitalization and limited nursing home care and is free for most beneficiaries – do not need to… Read More

Check out these strategies to bypass capital gains altogether or at least lessen the bite. Unless you've been paying close attention to capital gains and your expected 2013 tax, then you may not realize a potentially large "bite" until… Read More

Growing numbers of families – as older parents move into their 80s and 90s – are finding themselves grappling with the transfer of second homes. If you have a family vacation home, have you considered what will happen to the property after you ar… Read More

Nine out of 10 Americans say they want to grow old at home and keep living in their communities as long as possible, according to AARP. Eventually requiring some form of care is just a fact of aging. But proper planning in advance can give you more o… Read More

So make sure the trustee is one of the officers of the company, which in a family business is pretty likely anyway, and you are all set right?  Not so fast according to the IRS’ Associate Area Counsel who authored TAM 201317010. Trusts can acc… Read More

…In general, I highly recommend that couples negotiate the financial terms of their marriage and each partner’s role before saying their vows. If you keep up on celebrity gossip as it relates to those high-profile marriages and divorces, you ofte… Read More

There any many reasons why patriarchs and matriarchs often have great difficulty letting go of the power and ownership of the family business. These may include (as with Queen Elizabeth) a fierce sense of duty, intense popularity, deep familiarity wi… Read More

A U.S. tax crackdown is coming for foreign retirement plans. While many retirees choose to spend their golden years close to home, others are opting to spend their retirement abroad in a foreign country. Unfortunately, a “foreign” retirement may… Read More