General interest

  • The ‘New’ Old Age? Not So Much.

    Older Folks Exercising

    A dilemma faced by many as we get older: is it time to accomplish things you haven’t accomplished yet, or time to reflect and just enjoy your remaining years. Although there are different points of view, an essay in the Wall Street Journal suggests that the latter choice might be better for some folks. The […]

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  • IRS Says Tax Refunds Could Be Delayed

    Desert Law Group PALM SPRING, CA - IRS Tax Refund Delayed

    For those of you who plan to file your 2014 tax return timely so that you can get your refund promptly, you should probably postpone your shopping spree. According to article by Stephen Ohlemacher of Associate Press, Congress again passed a tax bill this year just before shutting down for the holidays, extending more than […]

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  • Older and Wiser?

    I often joke about the fact that wisdom usually comes with age, but sometimes age comes alone. This interesting article in the New York Times shares some interesting facts. What is wisdom? Some say it is staying positive and kind in the face of challenges and as such it is one of the most important […]

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  • The Year of Gifting

    The year 2010 was the perfect year to die. The estate tax had expired and Congress could not get itself together in time to reinstate it for that year. Smart people like George Steinbrenner took advantage of the situation and departed this earth with no worries about the federal estate tax. It seems, however, that […]

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  • The Tax-Man Cometh

    It’s that time of year again; the time of year when everyone starts gathering receipts, assessing income and expenses, and making appointments with tax advisors. Tax time can be a very stressful time for many families, but—with the help of this article from MSN Money—perhaps tax season can be made a little bit easier. The […]

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  • Can You Foolproof Your Power of Attorney?

    “The best laid plans of mice and men often go awry.” Although we hate to admit it, this statement will also sometimes apply to estate planning; and more often than we would like, it happens with powers of attorney. A power of attorney is the document in which you nominate an agent (or attorney-in-fact) to […]

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  • 10 Phone Calls to Make After the Death of a Loved One

    Coping with the death of a loved one can be a crushing task. There are so many things to do and details to remember; all of this at a time when each small task can serve as a reminder of your loss. At such a time it can be helpful to know that you’re not […]

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  • Tax Tips to Benefit YOUR Family

    I’m getting married on April 17 — two days after tax filing day. Just like my wedding, tax day is coming up quickly, are you ready to file?  And just as important—are you taking advantage of all the savings and deductions available to you? Most people who do their own taxes are unaware of some […]

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  • The Uncertain Future of the Estate Tax Law

    The question on every estate planning attorney’s mind (and on the minds of our clients) is what will happen to the estate tax next year?  There is less than a week left before the estate tax expires, and I have lost hope that our representatives in Washington will actually reach a resolution before the last […]

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  • Alzheimer’s Disease Can Take Your Memory AND Your Financial Security

    Alzheimer’s disease affects as many as 5.3 million people in the United States; which means it affects as many as 5.3 million families, because Alzheimer’s is a disease that affects everybody it touches—husbands, wives, children and grandchildren—they all bear witness to their loved one’s slow demise. Sadly, emotional stress is not the only stress that […]

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