Tax Planning

New Estate Tax Law: The Good, the Bad & the Ugly

Jan 19, 2011

The Good Congress has passed and the President has signed into law the deal extending the Bush ta...

Legalzoom Sued Over Flawed Estate Plan

Jul 19, 2010

LegalZoom, one of the most prominent sellers of do-it-yourself wills and other estate planning docum...

Estate Tax Repeal Law Update

Jul 19, 2010

The federal estate tax lapsed (was “repealed”) on January 1, 2010. But under current law, it wil...

End of Year Tax Planning Considerations

Dec 13, 2009

As the New Year approaches, taxpayers around the nation are thinking about making gifts or other fin...

Uncertain Market Makes Prepaid 529 Plans More Attractive

Jun 21, 2009

With the stock market down significantly, some parents and grandparents are looking at safer ways to...

Deducting Assisted Living Facility Costs

Feb 16, 2009

The Internal Revenue Code provides an income tax deduction for medical expenses which include “qua...

The Perils of Owning Assets Jointly

Nov 18, 2008

Joint ownership arises where two or more people own an undivided interest in an asset or property. W...