Planning For Portability

February 12, 2015

In a world of smartphones and tablets, portability is something we take for granted in our gadgets. But thanks to some recent legislative changes, it is now something that estate planners can take for granted too.

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Looking Ahead: Winning In Life’s Second Half

January 26, 2015

If we measured human lives like football or basketball games, halftime would come for most of us when we are in our 40s. Just don’t say that to Gertrude Weaver, 116, who began this year as the oldest living American. The remarkable Ms. Weaver is reportedly still active and alert at her home in a Camden, Arkansas, nursing facility. Very few of us are likely to approach her longevity, even […]

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When And How To Establish A Foundation

January 26, 2015

Private foundations may help you achieve your philanthropic goals, but while they can prove deeply rewarding, they can also be time-consuming, expensive and complex. A private foundation is a not-for-profit entity that is run by a single individual, family or business (in contrast to a public charity). It must be operated exclusively for purposes that the Internal Revenue Service deems appropriate for a charitable entity, such as educational and scientific […]

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Dealing With A Loved One’s Cognitive Decline

January 26, 2015

When a loved one begins to experience memory loss and other cognitive issues, it is only natural to wonder whether he or she is exhibiting signs of dementia. Warning signs that one’s mental capacity may be diminishing can include: Forgetting significant dates or previous life events Asking for the same information repeatedly Difficulty concentrating or keeping track of recurring bills Taking much longer to complete certain tasks than before, or […]

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Two Employees Promoted, Four Added At Palisades Hudson

January 26, 2015

Two veteran staffers joined the management team and four newcomers were added to our staff as Palisades Hudson enjoyed a year of substantial growth in 2014. Melinda Kibler, 26, became a client service manager in the Fort Lauderdale office in November. Melinda began her Palisades Hudson career as a summer intern in 2008. She accepted a full-time position the following year, after graduating cum laude from the University of Rochester […]

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Duly Noted

January 26, 2015

Tax Court’s ‘Imaginary Scenario’ Reversed On Appeal. A federal appeals court sided with the taxpayer in an estate tax fight over the value of a 41 percent interest in a family business. The estate of Natale Giustina valued its limited partner interest in the Giustina Land and Timber Co. at $12.7 million, but the Tax Court set the value at nearly $27.5 million. The Tax Court looked at the underlying […]

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Charitable Giving With Retirement Benefits

December 5, 2014

Retirement funds and charitable planning may not be two areas most people would naturally think to combine. But in many cases, donating retirement benefits to charity can be an ideal solution, both for the donor and the recipient.

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Income Tax Planning For Large Estates

November 3, 2014

Recent income and estate tax updates have adjusted how the planning game should be played. If your estate plan was drafted before they came into effect, reconsidering how you structure your estate could save you tens of thousands, or even millions, of dollars.

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Duly Noted

October 7, 2014

Just Keep Doing What You’re Doing. Having lost a landmark case in New York’s highest court, state tax administrators issued new guidelines for auditors telling them, in effect, that the decision makes little difference. The Court of Appeals found in Matter of John Gaied that the state’s treatment of nonresidents who maintain dwellings in New York has no rational basis. To be a resident, the court said, an individual must […]

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Social Security And Medicare Planning

September 4, 2014

Many Americans think that Social Security and Medicare are one-size-fits-all programs that offer no opportunity for choice or customization. But in fact, taking the time to fully understand how these programs work and to consider the most effective ways to include them in a long-term financial plan can significantly expand their usefulness.

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