by Christine | Jul 31, 2012 | Alzheimer's, Art, Estate Planning |
For many owners of artwork or decorative collectibles, scenario planning works well for individual or a small number of items. Estate planning is a process, not a “one-and-done” event. Sometimes anticipating future curveballs in life may necessitate weaving scenario...
by Christine | Jul 30, 2012 | Estate Planning, Inheritance |
Inheriting money would seem like one of life’s unabashed blessings: someone gives you a lump sum just for being you. For the rest of us, inheritors seem like a democracy’s version of royalty: born into a world of privilege we would love to know. Yet the inheritors I...
by Christine | Jul 27, 2012 | Estate Tax, Income Tax, Same Sex Estate Planning |
Which taxes qualify for the protective claim? Estate taxes, income taxes, even gift taxes. In fact, any time you feel you overpaid a tax you can file for a refund, if you have a good reason. The legality and constitutionality of same-sex marriage has not been far from...
by Christine | Jul 26, 2012 | 2012, 2013, Estate Planning, Gift Tax |
TIME may — or may not — be running out for one of the biggest tax breaks for wealthy Americans: the chance to give up to $5.12 million to heirs tax-free and then pay a comparatively low 35 percent rate on any gift above that. The break is scheduled to expire in six...
by Christine | Jul 25, 2012 | Depression, Elder Care, Elder Law, Medicare |
Depressed Medicare beneficiaries in the so-called coverage doughnut hole were more likely to cut back on their antidepressants than those who had full insurance coverage, a study has found. Even with the Affordable Care Act (ACA) – Obamacare by any other name – well...
