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How the Future of the Estate Tax Will Impact YOU
The inauguration of Barack Obama is only days away, and many people are curious (to say the least) about what his presidency has in store. We all know there are changes ahead; some you may be looking forward to, and others about which you may be apprehensive. If you’re looking right now with an interested […]
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…And A Happy New Year!
New Year’s Eve has come again, and it’s time for New Year’s Resolutions. A new year means a fresh start; it is an opportunity to reassess—your life, your work, and your self—and separate the wheat from the chaff; an opportunity to leave the unhelpful things behind with 2008 and bring in new and better habits […]
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Tidings of Comfort and Joy
The holidays mean different things for all of us; time with family, a celebration of religious values, or an opportunity to show appreciation for loved ones with gifts… but for the elderly it can be a time of loneliness and depression. Those of us with busy and frantic holiday schedules may find it hard to […]
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Choose Wisely
Do you know who will be making your end-of-life decisions when you are incapacitated? Joe John Sorce found out the hard way that failure to execute a healthcare directive or living will doesn’t mean you don’t have a healthcare agent, instead it means that your agent will be chosen by the laws of your state […]
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Give the Gift of Peace of Mind
The holidays are the perfect time for family reunions, family bonding, family fun …and, according to the Wall Street Journal the perfect time for parents and children to talk about family finances, family estate plans, and family decisions about end-of-life issues. After all, there are relatively few times each year in the lives of most […]
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Should You Be Responsible For Your Parents’ Care?
Jane Gross over at the New Old Age Blog recently wrote a post about the prospect of enforced filial responsibility. Filial responsibility laws are patterned after Elizabethan Poor Laws and state that adult children are responsible for the basic needs of their parents, just as you would be for the basic needs of your spouse […]
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Special Needs Awareness Is A Benefit To All
Our blog posts this week have focused on how the upcoming election could impact your assets and estate plan, and with our final post of the week it seems prudent to address the impact of the election on special needs families as well. After Sarah Palin’s speech in Pennsylvania on October 24, there seems to […]
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To Tax Or Not To Tax, That Is The Question
One of the things that will be determined by the outcome of the election on Tuesday, and which will have a huge impact on our firm—and on our clients—is the fate of the estate tax. As it stands, the estate tax will be repealed in 2010 and reinstated again in 2011. However, both presidential candidates […]
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Remember to Vote
We talk a lot about taxes on this blog—as well as health care and retirement issues—but what if we could look into the future and tell you what all of these issues would look like four years from now? You’d want to know, wouldn’t you? Well, we can’t tell you for sure what our […]
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“A Bird in the Hand is Worth Two in the Bush”
Born and raised in Taiwan until I was 17 years old, I’ve always been fascinated by American idioms like the one in the title, idioms that we take for granted until something like the mortgage crisis and rapidly dwindling stock market puts it all back into perspective for us. The current financial crisis has touched […]
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