by Christine | Jan 4, 2012 | Estate Planning, Estate Tax, Tax Planning |
A woman who dated her beau for 44 years and was on the verge of finally marrying him lost a case recently in New Jersey tax court that cost her beau’s estate $214,000 in state taxes. That’s money that would have otherwise gone to her and the man’s niece and nephew....
by Christine | Jan 3, 2012 | Estate Planning |
Once you've created an estate plan, it is important to keep it up to date. You will need to revisit your plan after certain key life events. The Ball has dropped and that means another year is upon us. Likely, you’ve made some New Year’s Resolutions. Hopefully,...
by Christine | Jan 3, 2012 | Estate Planning |
Once you've created an estate plan, it is important to keep it up to date. You will need to revisit your plan after certain key life events. The Ball has dropped and that means another year is upon us. Likely, you’ve made some New Year’s Resolutions. Hopefully,...
by Christine | Jan 2, 2012 | Estate Planning |
Did you get any exciting gifts this holiday season? What’s not so exciting are the tax implications that may come with them. We often get questions about those implications this time of year so let’s take a look at some of the most common tax myths about gifts....
by Christine | Jan 2, 2012 | Estate Planning |
Did you get any exciting gifts this holiday season? What’s not so exciting are the tax implications that may come with them. We often get questions about those implications this time of year so let’s take a look at some of the most common tax myths about gifts....
by Christine | Dec 30, 2011 | Charitable Giving, Tax Planning |
As individuals and businesses rush to make charitable contributions at this busy time of year, the IRS has issued several tips as reminders of tax law provisions that have taken effect in recent years. If you’re considering making last-minute charitable...
by Christine | Dec 29, 2011 | Estate Planning, Individual Retirement Accounts (IRA), Tax Planning |
If you needed a reminder of just how byzantine the rules are that govern inherited IRAs—and the importance of preparing your family for receiving such an account—the IRS just handed you one. Parents who have substantial assets in an IRA should plan ahead for how their...
by Christine | Dec 28, 2011 | Uncategorized |
Business owners should rethink what they "know" about sponsoring retirement plans, says the founder of a firm that administers 401(k)s for small companies. It’s the last week of the year, and if your small business does not already have an employee...
by Christine | Dec 27, 2011 | Estate Planning, Guardianships |
Naming a guardian for a young child in a will can be one of the most important things a parent does. It can also be one of the hardest—in fact, many people don't make a will because they can't face the job. The Wall Street Journal typically focuses...
by Christine | Dec 26, 2011 | Caregivers & Caregiving, Estate Planning, Long Term Care Insurance |
Clients who care for aging parents need more than financial and tax help from advisors. As our population ages, more Americans find themselves in the role of caregiver for their elderly parents – often before they have completely graduated from the parenting role for...
