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Estate Tax Return Even if the Estate is Exempt

Estate Tax Return Even if the Estate is Exempt

With an estate tax and gift tax “exemption” at $5,250,000 and availability of portability of the unused exemption into the second estate, the vast majority of estates will not be subject to estate tax or gift tax at all. However, failure to file an estate...

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The NOTICE Act

The NOTICE Act

The Notice Act, which just became law, stands for “Notice of Observations Treatment and Implication for Care Eligibility.”  When you go to the hospital, and are wheeled to a hospital bed, do you think you are being “admitted?”  Do you think someone would...

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New Rules for Paying Home Caregivers

New Rules for Paying Home Caregivers

A federal appeals court has reinstated regulations to extend the minimum wage and overtime minimum wage and overtime protection provisions to workers who provide home care for the elderly and disabled. A federal appeals court has reinstated regulations to...

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Inherited IRAs No Longer Exempt in a Bankruptcy

Inherited IRAs No Longer Exempt in a Bankruptcy

“Suppose you were an idiot, and suppose you were a member of Congress; but I repeat myself.” ~ Mark Twain. I have no idea what Mark Twain would have said about our U.S. Supreme Court’s recent unanimous decision in Clark v. Rameker, (Sup Ct. (6/12/2014)...

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MAKING LESS OF YOUR SOCIAL SECURITY BENEFITS

MAKING LESS OF YOUR SOCIAL SECURITY BENEFITS

Effective April 29, 2016, the law has changed regarding Social Security Benefits. Suspend and Restart will be Gone.Married couples can no longer use the “file and suspend” option. Under Suspend and Restart, you could increase benefits once you started...

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New Veterans Administration (VA) Rules

New Veterans Administration (VA) Rules

The VA has finally released its new regulations, which can be very important to anyone who files for VA benefits AFTER October 18, 2018, or who wants to file before then! The Good News: Allowable medical expenses have increased to include the monthly cost...

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Hello world!

Hello world!

Welcome to WordPress. This is your first post. Edit or delete it, then start writing!

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Is a Living Trust Right For You?

Is a Living Trust Right For You?

“What is a Living Trust and Who Does it Involve?” A trust is very flexible and many provisions can be drawn to achieve your specific goals. A trust has three parties: one who creates it (a “Grantor”); one who administers is (the “Trustee”); and one who...

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