by Christine | Nov 14, 2013 | 2013, 2014, Estate Law, Estate Tax, Gift Tax |
Starting in 2014 … the basic exclusion will go up to $5.34 million per person, from $5.25 million this year.[However,] there will be no change in the annual exclusion, which allows you to give $14,000 in cash or other assets each year to each of as many...
by Christine | Nov 13, 2013 | Elder Law, Estate Law |
Millions of Americans are managing money or property for a loved one who is unable to pay bills or make financial decisions. This can be very overwhelming. But, it’s also a great opportunity to help someone you care about, and protect them from scams and fraud....
by Christine | Nov 12, 2013 | Estate Law, Estate Planning |
Give a copy of your wills, trusts and powers of attorney (financial and health care) to anyone named or authorized to act on your behalf, and store the originals at home; otherwise, your children could have trouble getting them at the critical time. The best laid...
by Christine | Nov 11, 2013 | 2014, Elder Law, Medicare, Social Security |
The nation's elderly and disabled Social Security recipients will receive a 1.5 percent increase in payments in 2014. The same COLA will apply to pensions for federal government retirees and most veterans. According to recent news from the Social Security...
by Christine | Nov 8, 2013 | Elder Law, Medicare |
Open enrollment for the Medicare Part D Drug plans started on October 15th. You have until December 7thto determine which is the best plan for you in 2014 and make the needed change. It could save you hundreds or thousands of dollars. It is Medicare Open Enrollment...
