How the Portability Provision Can Double Your Exemption From Federal Estate Tax
For legally married couples, the portability provision allows for the transfer of the federal estate tax exemption from the estate of a spouse who passes away to the estate of the surviving spouse. Given...
Estate Planning and Alzheimer's Disease
While everyone should have an estate plan, it is especially important for families living with Alzheimer's disease. If you or a loved one has recently been diagnosed with Alzheimer's, and you do not have...
Estate Planning Basics: An Introduction to Trusts, continued
Last time we discussed some of the terminology associated with trusts. Now let’s look at how revocable trusts differ from irrevocable trusts and the benefits of having a trust. ...
Estate Planning Basics: An Introduction to Trusts
Perhaps you have heard about trusts but wonder exactly what they are and what they can help you accomplish. Simply put, a trust is an agreement outlining how assets will be managed and held for the benefit...
The HIPAA Release: What It is and Why You Need One
The Health Insurance Portability and Accountability Act (HIPAA) established national standards to protect the privacy of personal medical information. The HIPAA Privacy Rule sets limits and conditions...