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November 2012 Archives

Consider Saying "I Do" to Pre-Nuptial Agreement Before Remarriage

The weeks between Thanksgiving and New Year's Day are the peak time period for getting engaged, and since many people marry more than once, a prenuptial agreement has become an important estate planning tool for those who plan to say "I do" in the near future.

Baby Boomers Pioneering a Different Kind of Retirement

If you're like most Baby Boomers, your working life is probably vastly different than that of your parents - starting with the fact that, if you are married, both of you are probably working. One or both of your parents probably labored for the same company most of their working lives, while Boomers usually have 4-5 significant stints at different companies.

IRS Increases 2013 Gift Tax Annual Exclusion to $14,000

The IRS announced that the 2013 annual gift tax exclusion rate will increase to $14,000 per gift to a non-spouse, from $13,000 in 2012. In addition, the annual gift tax exclusion amount for gifts made to a non-U.S. citizen spouse will increase to $143,000, an increase of $4,000 from 2012.

How to Use Trusts to Achieve a Special Purpose

Trusts are generally used to preserve and manage assets for trust beneficiaries, but there are certain trusts designed to help you achieve a special purpose, like caring for a special needs person, protecting assets from being spent unwisely or simply minimizing estate taxes. Some special trusts include:

Married Same-Sex Couples Advised to File Protective Tax Claims in Anticipation of DOMA Being Overturned

According to a New York Times financial blog, gay married couples may want to file a protective refund claim with the IRS in the event that the U.S. Supreme Court overturns the Defense of Marriage Act (DOMA), which has already been overturned by several federal appellate courts.

7 Mistakes New Retirees Need to Avoid

With 10,000 baby boomers turning 65 every day, the ranks of new retirees are growing faster than ever before. A recent U.S. News Money column details seven mistakes new retirees need to avoid to ensure a smooth transition:

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