» Estate Planning

One could only imagine what George Jefferson — the wise-cracking character who was “movin’ on up” on the 1970′s TV hit, The Jeffersons — would have said about this predicament.  The body of actor Sherman Hemsley, who played George Je… Read More

Medicare processed 906 billion outpatient insurance claims in 2010 – and refused to pay 10 percent of them. But if you're a senior on Medicare with a denied claim, your odds of turning that around are surprisingly good if you appeal. Few t… Read More

As the tax year draws to a close and the holidays evoke feelings of goodwill, nonprofits count on getting the lion's share of donations during this crucial fourth quarter. While unemployment stats in recent months have been better than expected,… Read More

Numerous studies show a senior widower is much less likely to stay single than his female counterpart… [and that] often leaves the question of how the father can protect the children’s inheritance if there is a second wife in the picture. In that… Read More

One advantage of this year’s large gift tax exclusion and low tax rate is that they match the estate tax parameters—you don’t have to die to take advantage of the bargain basement prices for passing on your wealth.     The estate… Read More

Regrettably, you did not win the $587.5 million Powerball lottery. And, although you survived the Mayan apocalypse, this is no time to relax. We have segued right over the “fiscal cliff” and into the new economic reality zone.     … Read More

Regrettably, you did not win the $587.5 million Powerball lottery. And, although you survived the Mayan apocalypse, this is no time to relax. We have segued right over the “fiscal cliff” and into the new economic reality zone.     This… Read More

The current commotion in Washington regarding the fiscal cliff (and the estate and gift taxes) may not particularly interest you. However, while these discussions generally only affect the extremely wealthy, don’t be deceived. You still need an est… Read More