by Christine | Jan 4, 2013 | Medicare |
As pundits and politicians continue to discuss the deficit, misinformation and confusion about Medicare and the Affordable Care Act abound. All too often, facts seem to be drowned out by fiction. Several provisions of the Affordable Care Act (also known as...
by Christine | Jan 3, 2013 | Joint Tenancy |
Eliminating the need for probate is a goal for many clients. Joint tenancy, a form of co-ownership, is one tool that can help achieve this goal. When one co-owner dies, his interest in the real property automatically passes to the surviving co-owner, thereby,...
by Christine | Jan 2, 2013 | Taxes, Trusts |
Estate planners scurrying to set up trusts on behalf of wealthy clients and fund them with tax-free gifts before the end of the year hit a new snag this week. On the IRS website page where they would normally go to apply for a tax identification number for the trust,...
by Christine | Jan 1, 2013 | Retirement, Retirement Planning |
Study results showed that nearly two-out-of-ten people already in retirement still want to “keep up with the Joneses” when it comes to their quality of life and financial independence. Competing with our peers is instinctive. If the neighbors have an expensive...
by Christine | Dec 31, 2012 | Taxes |
The Washington-imposed financial headache goes beyond higher taxes. Due to the action on Capitol Hill certain industries could be hit particularly hard by budget cuts and millions of taxpayers could be held up in filing their 2012 returns. When ringing in the...
