Finally a New Estate Tax Law – But What Does it Mean?
Unlike last year, when Congress tried to pass a law preventing the no estate tax in 2010 scenario, this year it did manage to pass a law extending the Bush era tax cuts that went into effect in 2002 but were set to expire on December 31, 2010. So what
65 and Still Working – Should I Enroll in Medicare? (Part 2)
What do you think about when you turn 65 in this country? For most people, Social Security and Medicare will quickly come to mind. Last week were talking about the basics of Medicare. This week we’ll pick up where we left off with Medicare Part B. Part B covers doctors’ bills.
I’m 65 and Still Working – Should I Enroll in Medicare? (Part 1)
Much has been written about the oldest baby boomers starting to turn 65 next month and what it might mean for the future of long term care in this country. But, from a practical standpoint there are decisions that each new senior must make that so many are unaware of.
When is it Too Late to Plan?
Last month we lost one of our clients to an unfortunate accident. John was suffering from the early stages of Alzheimer’s Disease and living at home with his wife, Mary (not their real names). Mary was 20 years younger than John and still working to support the couple. We had