Estate and Elder Law

Recent Posts

Another State Repeals Its Inheritance Tax
Posted on 2 Apr 2012 by Marc J. Soss

Indiana Governor Mitch Daniels officially signed legislation to repeal the states inheritance tax . The relief is retroactive to January 1 and increases amounts exempt from the levy for 2012 deaths. Currently there are still 22 states plus the District... Read More

Hope You Were Not Counting on an Inheritance
Posted on 25 Sep 2012 by Marc J. Soss

The increase in lifespan of members of older generation and medical expenses are depleting the amount of money that the greatest generation has to bequest to their heirs. While some future heirs are well aware that the amount of inheritance that they... Read More

Dont Count on an Inheritance as Half of Americans Die Broke
Posted on 4 Sep 2012 by Marc J. Soss

If you want the best retirement outcome possible, get rich. If that fails, consider getting married, staying married-and doing your best to die before your spouse does. That last is not entirely serious, but the general take-away is that being married... Read More

  • Blog Post: Another State Repeals Its Inheritance Tax

    Indiana Governor Mitch Daniels officially signed legislation to repeal the states inheritance tax . The relief is retroactive to January 1 and increases amounts exempt from the levy for 2012 deaths. Currently there are still 22 states plus the District of Columbia that impose estate and/or inheritance...
  • Blog Post: Dont Count on an Inheritance as Half of Americans Die Broke

    If you want the best retirement outcome possible, get rich. If that fails, consider getting married, staying married-and doing your best to die before your spouse does. That last is not entirely serious, but the general take-away is that being married pays off in retirement. For example, remember...
  • Blog Post: Hope You Were Not Counting on an Inheritance

    The increase in lifespan of members of older generation and medical expenses are depleting the amount of money that the greatest generation has to bequest to their heirs. While some future heirs are well aware that the amount of inheritance that they are likely to receive has decreased, less than half...