» Estate Planning

Medicare Won’t Pay Your Claim? Appeal It! 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 aroun… Read More

A Worthy Year for Giving 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 b… 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

Individuals can generally receive up to $13,000 a year as a gift without getting hit by a federal gift tax. In 2013, as a result of cumulative indexing, this amount is projected to increase to $14,000 per person. Sometimes it’s the little things, a… Read More

Hurry up and wait – that's what some financial advisers are telling their clients as an uncertain tax environment makes it tough to plan charitable giving in 2012. With 2013 almost upon us and only two short months of 2012 to go, now is th… Read More

Six months south and six months north could be a great lifestyle in retirement but one place will need to be your legal domicile, your legal residence. And it’s the laws of that state which will dictate your estate planning. You will need to decide… Read More

Much of what is being written on the prospect of the expiration of the Bush-Era tax cuts focuses on its income tax implications. Yet, I believe that there is a greater likelihood that the estate and gift taxation aspects of this looming expiration ar… Read More

If you inadvertently lock out your executor or the very person who has power of attorney over your finances, you can create a huge hassle for your family just trying to pay your bills.  Since we now live in a paperless world, they need something… Read More