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Estate tax portability ends December 31, 2014!
If you have a spouse who passed away after December 31, 2010 but before December 31, 2013, there is a limited time frame by which you may file to obtain your spouse’s estate tax exemption. This is what...
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Open enrollment period for 2015 health insurance coverage
Did you know that we are currently in the open enrollment period for “Obamacare”? For plans sold on the individual market, consumers should act promptly to avoid any gap in coverage. If you do not act,...
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No bankruptcy protection for inherited IRA
In June of 2014, the U.S. Supreme Court heard a case and unanimously ruled that an Individual Retirement Account (IRA) left to a non-spouse beneficiary was not to be a protected asset from a bankruptcy...
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Estate and inheritance tax update
In 2014, a person may die and leave as much money to their spouse as they so desire without any federal estate taxes. This is known as the unlimited marital deduction. Normally, when a person dies, the...
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Is a religious marriage valid for estate planning purposes when no civil...
In a recent New York surrogate court case, a battle was initiated over competing claims to administer an estate. The decedent, who was from an Orthodox Jewish family, died without a will. His daughter,...
View ArticleClik here to view.
Estate tax portability ends December 31, 2014!
If you have a spouse who passed away after December 31, 2010 but before December 31, 2013, there is a limited time frame by which you may file to obtain your spouse’s estate tax exemption. This is what...
View ArticleClik here to view.
Open enrollment period for 2015 health insurance coverage
Did you know that we are currently in the open enrollment period for “Obamacare”? For plans sold on the individual market, consumers should act promptly to avoid any gap in coverage. If you do not act,...
View ArticleClik here to view.
No bankruptcy protection for inherited IRA
In June of 2014, the U.S. Supreme Court heard a case and unanimously ruled that an Individual Retirement Account (IRA) left to a non-spouse beneficiary was not to be a protected asset from a bankruptcy...
View ArticleClik here to view.
Estate and inheritance tax update
In 2014, a person may die and leave as much money to their spouse as they so desire without any federal estate taxes. This is known as the unlimited marital deduction. Normally, when a person dies, the...
View ArticleClik here to view.
Is a religious marriage valid for estate planning purposes when no civil...
In a recent New York surrogate court case, a battle was initiated over competing claims to administer an estate. The decedent, who was from an Orthodox Jewish family, died without a will. His daughter,...
View ArticleThreshold numbers for 2014
2014 Medicare Rate Increase Medicare Part A Hospital deductible Day 1-60 = $1,216.00 Co-Insurance per day – Day 61 – 93 = $304.00 Day 91 – 150 = $608.00Medicare Part...
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New smartphone app enables you to carry your health care wishes with you
A relatively new smartphone application produced by the American Bar Association Commission on Law and Aging gives individuals and families the ability to store their own health care advance...
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Are assets that may not be assets still taxable when you die?
In an interesting case, a person who had invested approximately $4.8 million in an investment account with Bernie Madoff died in 2006. At that time, the exemption for estate taxes was considerably less...
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Gift tax explained: strategies for wealthier families
With tax rates somewhat higher than in prior years based on increases in income taxes, capital gains taxes, and the new so-called Medicare tax, which is basically an investment income tax for those who...
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Family fight over fetus ashes
In a recent New York case, a judge was faced with a difficult decision. A fetus had died, was cremated, and the parents ended up bringing actions against each other as to the division of the ashes.The...
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Update on home and community based care programs
In January of 2014, the Centers for Medicare and Medicaid Services (CMS), the federal agency that administers a significant portion of the funds and rules regarding institutionalized and home care,...
View ArticleImportant numbers for 2014
Every year, certain important information on changes of tax and other important numbers are revised. The following is a listing of some of the most important numbers for 2014. Some have changed, and...
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Estate planning checklist: health insurance related and Affordable Care Act...
This check-list would be incomplete if you are not reminded about open-enrollment for many health insurance plans, in general, and the Affordable Care Act (open enrollment has been extended through...
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Estate planning checklist: passwords and important papers (Part 6)
Passwords:While not directly related to estate planning, a more controversial issue arises about passwords. While any IT person will advise against making a comprehensive list of your accounts and...
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Update on FDIC insurance
Most people are confused about the insurance coverage provided by the Federal Deposit Insurance Corporation (FDIC). Initially, when you go to your local bank, you should check to see if the emblem...
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