February 1, 2013 Have you ever thought about what happens to your frequent flier miles after your death? Believe it or not, frequent flier miles are an estate asset, just like your house or bank accounts, and they often can be bequeathed to another person in an estate plan. Although not all airlines accept this […]
January 16, 2013 Wondering how your estate plan might be affected by the fiscal cliff deal recently passed by Congress? Forbes magazine recently published an article that gives a great overview of how the American Taxpayer Relief Act might affect your estate after death. To learn more, see: http://www.forbes.com/sites/hanisarji/2013/01/06/more-estate-tax-changes-could-follow-fiscal-cliff-deal/?goback=%2Egde_158792_member_201545388
October 27th, 2012 The Third Circuit Federal Court of Appeals recently held that Special Needs Pooled Trusts are indeed available to individuals 65 and older. The court also held that a charity which sponsors such a trust may retain 100 percent of the remainder of the trust once a beneficiary dies. This means no Medicaid […]
