by Christine | Jul 12, 2013 | Estate Law, Gift Tax |
Here is some background on what is known as the "annual gift-tax exclusion." You can give away as much as $14,000 this year to anyone you want—or to each of as many people as you wish—without any tax considerations or burdensome paperwork. The recipient can...
by Christine | Jul 11, 2013 | Uncategorized |
In 2012, I earned only $25,000, but I have $300,000 in stocks. I have individual health insurance. Will I be ineligible for a subsidy beginning in January because I am presently insured, or because I have large assets? If you have not heard, there still are many...
by Christine | Jul 10, 2013 | Digital Estate Planning, Estate Planning |
A number of services can help with digital estate planning by designating password recipients or deleting accounts or files when you die. But communication and privacy laws have yet to catch up with technology. Planning for digital assets is becoming more and more...
by Christine | Jul 9, 2013 | Estate Law, Estate Planning, Trusts |
When Juliann Reynolds' husband died of cancer in 1992, she had to decide how to plan her own estate … Reynolds is one of a growing number of parents who are requiring their heirs to wait until they are older before they can collect their inheritances. When...
by Christine | Jul 8, 2013 | Uncategorized |
There is a lot of research to inform us that as an aging parent develops dementia, their financial decision-making capacity erodes early on. At the same time, a parent can be quite appropriate socially and appear “fine”. A case at AgingParents.com involved a...
