The Value of Independence

Month: July 2012

July 26, 2012  |  

The Value of Independence

Independence can mean different things to different people but when it comes to trust services, the definition becomes even more unclear.  Most people depend upon their centers of influence when it comes to managing a trust.  Estate planners, attorneys, and accountants help identify the right trust company for their clients.  Many times these professionals do not have sufficient expertise with the management of trusts so they frequently recommend a name-brand trust company or the trust […]

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July 13, 2012  |  

The New 3.8% Investment Tax

On June 28, 2012, the US Supreme Court ruled, in a landmark decision, that the Patient Protection and Affordable Care Act (ACA) is constitutional. The ACA was signed into law in 2010 and among its many provisions is a 3.8% tax on some or all of the net income of higher income individuals. The tax affects the net investment income of most joint filers with adjusted gross income of more than $250,000 ($200,000 for single […]

July 6, 2012  |  

Medicare Basics: It’s Easier Than It Appears

When first going onto Medicare, all the plans and options can be overwhelming. However with the right introduction and guidance, it’s actually much easier than it appears! Medicare, along with a Medicare Supplement Plan, provides the best dollar for dollar health insurance for the best healthcare in the world. Here are the basics: “Original Medicare” – Parts A and B Parts A and B will cost $99.90 per month per retiree. This cost will increase […]