by Christine | Nov 30, 2012 | Charitable Giving, Gift Tax |
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, experts predict a...
by Christine | Nov 29, 2012 | Elder Care, Medicare |
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 things are more...
by Christine | Nov 28, 2012 | Estate Planning, Will Contest |
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 Jefferson, has been kept on ice...
by Christine | Nov 27, 2012 | Blended Families, Estate Planning, Trusts |
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 case, a trust may be...
by Christine | Nov 26, 2012 | 2012, Estate Planning, Gift Tax |
Everyone is talking about the importance of making big gifts in 2012, but the critical question for many, is how much can you realistically afford to gift without jeopardizing your own financial security? How much can you afford to gift now, with a possible resurgence...