So Tell Me Again...What do a T-Square and Gun Trust Have in Common?
Sep 12, 2013
So Tell Me AgainWhat Do a T-Square and Gun Trust Have in Common?
I grew up on the mean streets of NYC, where the cops would walk 4 across. My sister and I spent our time going to school and taking care...
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Survivor's Guilt; The Trauma of Being Alive
Aug 16, 2013
Mark Epstein wrote, in The New York Times August 4, 2013, about a comment from his mother as follows:
Talking with my 88-year-old mother, four and a half years after my father died from a brain tumor...
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REVERSE MORTGAGES ARE BACKFIRING ON SOME SENIORS
Jun 17, 2013
As America's population ages, the hard sell is on for reverse mortgages. Promising happier days ahead, the former "Fonz," actor Henry Winkler, is giving the hard sell in relentless television ads. But...
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HOME SWEET HOME
Apr 23, 2013
There is an old saying, "Home is where your heart is". As we age, the idea of staying home becomes more and more important to us. I believe in this saying very strongly. However, I also believe that ...
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GIFT TAXES: WHAT YOUR CPA DOESN'T KNOW
Apr 08, 2013
Taxpayers who gave substantial assets to family members last year could be in for a nasty surprise this tax season: potential errors on federal gift-tax returns that could result in donors owing taxes...
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After Control, The Most Important Part of an Estate Plan May be the Memories
Jan 23, 2013
Estate planning is all about control; control over our decisions and finances, both during life and after our death. After control, the second most important part of an estate plan may be the memories...
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Protecting our Special Children
Nov 13, 2012
All children are special. The thought that a child may have to survive on his or her own before they are ready is every parents worst fear; its what keeps many parents up at night, and what brings many...
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An Update on the Presidential Election and the Changing Tax Law
Nov 13, 2012
The election is over, and the people of the United States have spoken.Barack Obama has been re-elected to serve four more years as President.As a result of his re-election, we are faced with a strong d...
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$5 Million Gift Tax (coupon) Set to Expire
Sep 18, 2012
In 2010, Congress and the President raised the lifetime gift tax coupon (exclusion) amount from $1 Million to $5 Million. We estate planning attorneys and our client families rejoiced! We now had an e...
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Don't Wait on Necessary docs for 18-year-olds
Sep 18, 2012
My daughter Amy turned 18 on Sunday, April 29, 2012.On Monday April 30, 2012 Amy came in to our office to sign her Last Will, Trust, Power of Attorney, and all of her health care documents.Youmay ask W...
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