Insights

Trusts & Estates  |  By Mark J. Ackerman, CPA, TEP, AEP

Portability of the Unused Spousal Exclusion

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 introduced the concept of portability.  Portability allows the executor of a deceased spouse’s estate to transfer any unused estate tax exemption to the surviving...

Read more

Most Wonderful Time of the Year

December has finally arrived and the holiday season is upon us! We understand how joyful this time is, for those who may not have been able to spend time with their loved ones on Thanksgiving now is when we spend time and enjoy our family...

Read more

Trusts & Estates  |  By Mark J. Ackerman, CPA, TEP, AEP

New York State Estate Tax Changes

Over the last year, after talking to many clients about estate tax planning, even though the New York State estate tax law was changed on March 31, 2014, many people paid no attention to the changes. There was some good news regarding the change of...

Read more

Finance  |  By Mark J. Ackerman, CPA, TEP, AEP

Long Term Care Insurance Policies

Long term care insurance is different from traditional medical care that is covered by an individual’s health insurance policy or Medicare, which is designed to rehabilitate or correct certain medical problems. Conversely, long-term care insurance,...

Read more

Pages