President Obama is proposing a 45% estate tax after the current 35% rate expires on Jan. 1, 2013. His proposal would exclude from the tax the first $3.5 million of an estate's assets, down from the current threshold of $5.12 … [Read more...]
Special Needs: Making the Right Decisions for Your Loved One’s Future
December 4, 2012 by Leave a Comment
This week, we celebrate "Special Education Day" and "Special Kids Day." Attend our Special Needs Planning Event on December 11. Find out more and register.Twenty million American families have at least one member with special … [Read more...]
Join Us For An Event About Special Needs Planning!
November 30, 2012 by Leave a Comment
On December 11 at 6 p.m., we celebrate "Special Education Day" and "Special Kids Day" with a Special Needs Planning Event.Join us for an event focused on Special Needs Planning and enjoy some delicious refreshments!The majority of … [Read more...]
Special Needs Planning is a MUST for Families Facing Special Needs
November 30, 2012 by Leave a Comment
Special Needs Education Day and Special Kids Day are both during the First Week of December! Learn more about Special Needs Planning and enjoy delicious refreshments at our monthly client appreciation event on December 11. Find … [Read more...]
What does the reelection of President Obama mean for Estate Tax?
November 23, 2012 by Leave a Comment
The reelection of President Obama has brought the topic of estate tax back into the limelight.For 2011 and 2012, we have had the largest federal estate tax exemption in 50 years (currently at $5.12 million) and the lowest federal … [Read more...]
Alzheimer’s Caregivers- Gratitude is A Way to Keep The Glass Half Full!
November 22, 2012 by Leave a Comment
Thanksgiving for caregivers is about much more than a plentiful family meal. It’s a special time for those entrusted with caring for a loved one. For some, gratitude is a way to keep the cup half-full, especially when someone you … [Read more...]
Health Care Reform Act: Good News for Seniors
November 21, 2012 by Leave a Comment
The Office of the Assistant Secretary for Planning and Evaluation (ASPE) has released a report that demonstrates the benefits senior citizens are expected to receive as a result of new health care reform. The average senior … [Read more...]
