Dying with Dignity

Everyone dies; even doctors. One difference between doctors and the rest of us is that doctors, despite knowing all their options and being in the best position to obtain virtually any kind of medical care they require, often prefer to receive little treatment in the end. A recent Wall Street Journal article titled, Why Doctors Die Differently, discusses how doctors ensure

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Annual Gift Exclusion

A recent Wall Street Journal article reminds us that amidst all the questions and speculations regarding the fate of the tax laws in 2013, there is still one effective and simple tax benefit that is not set to expire by the end of year: the “annual gift exclusion”. This exclusion enables one to give a gift of up to $13,000 per

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A Nonfinancial Estate Planning Checklist

Amidst the end of year rush to make the most of the gift tax exemption before it expires, a recent Wall Street Journal article reminds us that the focus should not be on wealth alone. The article lists 10 nonfinancial areas to address.  Here are six of my favorites: 1. What, if any, concerns do the senior generation have about passing

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