» Estate Planning

In hospitals, nursing homes, doctors’ offices, pharmacies and insurance companies, professionals may cite Hipaa as a reason to restrict information. Some patients even have trouble accessing their own health records, supposedly because of the priva… Read More

One of the most notable trends in philanthropy, according to the 2012 Giving USA Study of charitable giving, is that international giving has steadily grown despite a tumultuous economy. Thinking about going global with your charitable giving? When i… Read More

Artwork can be really valuable. Thus, it is hardly surprising that artwork will be a contentious matter in estate tax cases. When it comes to estate planning, determining the value of artwork can be disputable and very difficult to pin down. However,… Read More

You must report 2012 gifts on Form 709 even if you don’t owe tax. Among other things, that’s so the IRS will know how much of the $5.12 million ($5.25 million for 2013) tax-free amount you have used so far. April 15 is approaching fast, and the t… Read More

The silent party to all the fighting is, of course, Luray Caverns. It is not just a U.S. Natural Landmark. It is also a business, and businesses can suffer when their owners are at war with each other. Family businesses have a tough time passing from… Read More

A POA is a legal document that is based on your state’s law that authorizes someone to act on your behalf. A Power of Attorney (POA) is an essential tool for your estate plans, and a mighty strong one at that. In effect, every adult should have one… Read More

Already, 5.2 million Americans have Alzheimer’s or some other form of dementia. Those numbers will jump to 13.8 million by 2050 … The latest numbers are in from the Alzheimer’s Association, and reports show one in three seniors dies with Alzhei… Read More

Let's say that someone who is not your spouse recently died and named you as their IRA beneficiary. You now have what the IRS calls an “inherited IRA.” When you inherit money, once you receive it you can usually decide where it goes from the… Read More