Author Archives: dfumarola

TV Lessons in Estate Planning: The Brady Bunch

by David A. Kubikian Season 2, Episode 6 Background: The Brady Bunch is a sitcom that first aired on ABC on September 26, 1969 and ended five short years later in 1974. It went on to syndication and has gained a cult following generation after generation. The show also spawned numerous holiday/reunion specials and two major […]
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TV Lessons in Estate Planning: The Simpsons

by David A. Kubikian Season 2, Episode 5 Background: The Simpsons is an animated sitcom that first aired on FOX on December 17, 1989. The series, which has been on the air for the last 27 (TWENTY-SEVEN!!!) seasons, revolves around the Simpson family and their friends and neighbors in Anytown, USA a.k.a Springfield. The Family Tree: […]
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Deductible Medical Expenses for Seniors

The older people get, the more medical expenses they tend to incur. The only saving grace is the expenses may add up to a federal income tax deduction. Specifically, you can deduct medical expenses you are not reimbursed for to the extent they exceed 10 percent of your adjusted gross income (AGI) for 2016 (unchanged from 2015). However, […]
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The Potential Risks of Do-It-Yourself and Internet Wills

Perhaps you’ve seen the ads on television and on the Internet. For less than $100 (sometimes a lot less), you can get a will. It may appear to be a good way to save money and time (one site says you can finish your will “in less than 15 minutes.” But along with the savings, […]
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Answers to Your Questions About Picking an Executor

Your executor is responsible for handling the final details of your estate, such as paying off debts and distributing whatever is left to the rightful heirs and beneficiaries. It can be a difficult job if the person doesn’t have the skills necessary to handle it. Here are answers to some of the commonly asked questions […]
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TV Lessons in Estate Planning: Happy Days

by David A. Kubikian Season 2, Episode 4 Background: Happy Days was a sitcom that first aired on ABC on January 15, 1974.  The series, which was on the air for 11 seasons, revolved around the Cunningham family in the mid-1950s through mid-1960s.  The Cunninghams lived in Milwaukee, Wisconsin and were your normal middle class family. […]
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What Immediate Actions Must Be Taken Right After Someone Dies?

When a loved one dies, family members are not only in mourning — they may be in a state of uncertainty about what to do next. While everyone is respectful to the loss of the loved one, tension can arise over who must take responsibility for arrangements and costs. Confusion often arises. In the weeks […]
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Revocable Living Trusts

One of the most popular estate planning tools is a Revocable Living Trust. The main reason for its popularity is that it allows you to pass most assets to your heirs without going through probate — a court process that is expensive, time consuming and open to public scrutiny. A living trust also provides for the management and […]
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Business Succession Planning: Don’t Make Excuses, Make Plans

by Brittiny B. Razzano Originally published in the Saratoga Business Journal. Excuse Number 1: Too Busy  As a successful business owner, you may have your hand in the day-to-day operations and management of your business.  It seems like there is never enough time to sit down and formulate a plan for your business when you […]
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Service Member Survivor Benefit Plans and Special Needs Trusts

by Debra A. Verni On December 19, 2014, President Obama signed the Disabled Military Child Protection Act. This law allows a military parent to provide a survivor benefit for a disabled child and have it paid to a special needs trust for the child’s benefit. Until recently, service members were reluctant to name children with […]
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