Latest Articles

7 Things To Review During The Medicare Open Enrollment Period

Nov 16, 2014

Medicare beneficiaries will get an opportunity to make changes to their Medicare Part D coverage bet...

Even Annual Exclusion Gifts Are Counted By Medicaid

Nov 16, 2014

Many people believe that if they give away an amount equal to the annual gift tax exclusion – curr...

Year End Tax Planning Tips

Nov 16, 2014

Whether you are having a good year, rebounding from recent losses, or still struggling to get off th...

The State of Estate Taxes

Oct 10, 2014

In January 2013, Congress permanently set the amount that an individual can transfer tax-free either...

What Is the Difference Between a 401(K) And an IRA?

Oct 10, 2014

The terms 401(k) and individual retirement account (IRA) are bandied about quite a bit when discussi...

The State of Estate Taxes

Oct 10, 2014

In January 2013, Congress permanently set the amount that an individual can transfer tax-free either...

Estate Planning in the Age of Blended Families

Oct 10, 2014

More than 4 in 10 Americans have at least one step-relative in their family – either a stepparent,...

How Parents Can Provide For A Caregiver Child

Aug 14, 2014

Taking care of a parent can be a full-time job. Children may have to give up paying jobs in order to...

When Should You Update Your Estate Plan?

Aug 14, 2014

Once you’ve created an estate plan, it is important to keep it up to date. You will need to revisi...

Do You Pay Capital Gains Taxes on Property You Inherit?

Aug 14, 2014

When you inherit property, such as a house or stocks, the property is usually worth more than it was...