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The Gun Trust: Your Estate Planning “Weapon”
March 15th, 2013
The national trend is driven by the National Firearms Act (NFA), which regulates the transfer or sale of certain guns and other weapons, in part by requiring a sheriff or police chief to approve the transfer with an authorized signature. However, NFA…
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Is Your Elderly Love One Having Memory Problems? Be Financially Prepared
March 14th, 2013
Veronica, age 75, is struggling with a dilemma. Her husband, 10 years older, is “losing it” as she put it. He is dangerous because he is so forgetful. Mort is neglecting to pay the bills and make deposits. She was very shocked and str…
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Estate Planning for Blended Families – What You Need to Know
March 13th, 2013
With more than 50 percent of first marriages failing and 75 percent of the partners remarrying, “blended” families — which include children from earlier unions — have become the norm. When you have a mixture of children and parents of various…
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Necessary Planning for Children Adopted by Same-Sex Couples
March 12th, 2013
… Financial and estate planning is especially important for LGBT parents who adopt …. Having or adopting a child changes everything. Those words really hit home when same-sex couples seek adoption in a mix of state and federal laws. With state la…
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Categories: Uncategorized
Inherited Stock and Cost Basis
March 11th, 2013
I just inherited some stock from my uncle, and I know that he bought the stock for more than the present cost. Should I find the original cost, or do I use the cost as of the date I inherited the stock? If you ask any accountant or business owner, ca…
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Categories: Estate Planning
Property Insurance Coverage and Estate Planning: It’s All in the Details
March 8th, 2013
When it comes to the growing use of sophisticated wealth transfer mechanisms like trusts and limited liability companies by individuals, the details include complicated insurance considerations that must be expeditiously addressed. If not, the devil…
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Categories: Uncategorized
An Estate Planning Tool Disguised in Retirement – The Roth IRA
March 7th, 2013
Seniors who convert a regular IRA into a Roth account can reduce their estate taxes and eliminate the income tax their heirs would otherwise have to pay on withdrawals taken from an inherited regular IRA. Even though a tool may not originally be desi…
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Is Your Elderly Love One Having Memory Problems? Be Financially Prepared
March 6th, 2013
Veronica, age 75, is struggling with a dilemma. Her husband, 10 years older, is “losing it” as she put it. He is dangerous because he is so forgetful. Mort is neglecting to pay the bills and make deposits. She was very shocked and str…
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Estate Planning Review Advised After ATRA 2012
March 5th, 2013
"Everybody should think about their estate regardless of the level of assets," says Barry Fischman, a partner at accounting firm Marcum. "The biggest hurdle is psychological. People say, ‘I'm not ready to do anything. I want to…
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Categories: Trust Funding
The Affordable Care Act (Obamacare) and Its Effect on Medicare
March 4th, 2013
Since the Supreme Court upheld the Affordable care Act, we are hearing a lot of misinformation about the law and its impact on Medicare. As we begin 2013, it is understood that there will be several provisions to the Affordable Care Act (also known a…
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Categories: Medicaid
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