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Latest Blog Posts

Compensating Caregivers

Posted on: February 15th, 2011
Almost one in seven Americans looks after a disabled person age 50 or older. Many compensated and many not compensated, but it is a rapidly growing number (the number has jumped 28% since 2004). It’s an emerging situation that needs the compensation element to be formalized for many....

Filing for Bankruptcy: What Can You Protect?

Posted on: January 24th, 2011
With 1.6 million Americans expected to file for Bankruptcy this year, we know that at least these 1.6 million and very likely many more researching the bankruptcy option have been asking the same basic questions. “What can I protect?” “What will be left?”...

Taking Care of Parents - Pooled Trusts

Posted on: January 6th, 2011
The New York Times recently ran an outstanding article, detailing the basics of Pooled Trusts a means of caring for aging family members, while intelligently keeping the wolf away from the door.....

Congress Finally Acts -- Now What?

Posted on: December 20th, 2010
Congress finally passed and on December 17, 2010 President Obama signed into law the "Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010"...

The Tax "Deal" - the Forecast is Dark Clouds on the Horizon

Posted on: December 9th, 2010
There really are dark clouds on the horizon even if the "deal" is passed by Congress before the end of the month. The increase in the exemption is going to add billions of dollars to the federal deficit. ...

The Federal Estate Tax Lapsed for 2010

Posted on: December 7th, 2010
The federal estate tax lapsed for 2010, and barring no action by Congress it was scheduled to return on Jan. 1 with an exemption of $1 million per person and a maximum rate of 55 percent. I have good news to share with you....
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