Insights

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

Social Security Retirement Benefits

Social Security was created in 1935 to help Americans supplement their retirement income. The idea of Social Security is universal for Americans, but it is a complex system and can often cause confusion. Full retirement age is the age at which you...

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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...

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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...

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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,...

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