IRS Issues Long-Term Care Premium Deductibility Limits for 2018

Last modified: 1 hour ago | 10/31/2017 The Internal Revenue Service (IRS) is increasing the amount taxpayers can deduct from their 2018 income as a result of buying long-term care insurance. Premiums for "qualified" long-term care insurance policies (see explanation below) are tax deductible to the extent that they, along with other unreimbursed medical expenses (including Medicare premiums), exceed 10 … Read More

Divorcing, Children and Asset Protection

For parents, it is difficult to watch children or grandchildren go through a failed marriage. But even worse might be the knowledge that money you left for their inheritance ends up in the hands of an ex-son or daughter-in-law. The good news is that you can take steps today to protect the assets passing to family members from divorcing spouses … Read More

2016 Annual Family Reunion™

We look forward to seeing everyone at the Annual Family Reunion this year!  If you have not already done so, please make sure to return your Asset Review Report (green paper) to our office as soon as possible. Please remember to bring your Operator’s Manual, Red Estate Planning Portfolios, your personal calendar and your address book to the Annual Family … Read More