5 Easy Tips to Simplify Your Year End Charitable Giving Are you planning on making charitable donations before the end of the year? The IRS reminds us that you must […]
Read More »An Overview of Long Term Care Options
An Overview of Long Term Care Options One of the greatest concerns for the elderly we serve and their families is that of long term care. Two-thirds of seniors will […]
Read More »Is There an Income Tax Time Bomb Lurking in Your Estate Plan?
Is There an Income Tax Time Bomb Lurking in Your Estate Plan? As the federal estate tax exemption has ballooned from $1.5 million ten years ago to $5.43 million today, […]
Read More »Adam Demetri, Esq. has been approved by the New York State Education Department as a Continuing Education Provider
Adam Demetri, Esq. has been appointed by the New York State Education Department as an approved Continuing Education Provider We are very pleased to announce that our principal attorney, Adam Demetri, […]
Read More »What the Recently Released 2016 IRS Inflation Adjustments Mean for You
What the Recently Released 2016 IRS Inflation Adjustments Mean for You The Internal Revenue Service has released the official inflation adjustments that will affect 2016 federal reporting for estate taxes, […]
Read More »Long-Term Care Planning, Part 2: Your Funding Options
Long-Term Care Planning, Part 2: Your Funding Options The first part of planning for long-term care is realizing that, a) most of us will need this kind of care for […]
Read More »Long-Term Care Planning, Part 1: A Central Requirement
Long-Term Care Planning, Part 1: A Central Requirement Health care has been the topic of discussion lately, but the greatest threat to your financial health is long-term care. This is […]
Read More »The Lifetime QTIP Trust: Or (How to Maintain Control of Your Estate and Keep Spouse No. 2 Happy)
The Lifetime QTIP Trust: Or (How to Maintain Control of Your Estate and Keep Spouse No. 2 Happy) Estate planning for couples in a second or later marriage who have […]
Read More »Financial Smarts Peak at 50, Here’s How to Protect Your Older Self
Financial Smarts Peak at 50, Here’s How to Protect Your Older Self A recent study conducted by Texas Tech University concluded that the ability to make smart financial decisions peaks […]
Read More »Early Predictions About 2016 Estate Tax, Gift Tax, GST Tax and Annual Gift Tax Limits
Early Predictions About 2016 Estate Tax, Gift Tax, GST Tax and Annual Gift Tax Limits Under current law the federal estate tax, gift tax, and generation-skipping transfer tax exemptions have […]
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