Tag Archives: Financial Planning

TV Lessons in Estate Planning: Family Ties

by David A. Kubikian Season 2, Episode 2 Background: Family Ties is a sitcom that first aired on NBC on September 22, 1982. The series, which ended in 1989, revolves around the Keaton family living in Columbus, Ohio in basically real time (during the Reagan Administration). The Family Tree: Steven and Elyse are parents to […]
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TV Lessons in Estate Planning: Family Guy

by David A. Kubikian Season 2, Episode 1 Background: Family Guy is an animated sitcom that first aired on Fox on January 21, 1999. The series, which was cancelled in 2003 only to be revived a few years later, revolves around the Griffin family in the fictitious New England town of Quahog, a suburb of […]
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Caring for Aging Parents

As life expectancies continue to increase, it becomes much more likely that you will need to financially help an aging parent. If you find yourself in that situation, review the tax laws to determine whether you can obtain some tax relief. The key is to determine whether you can deduct your parent as a dependent, […]
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Fear Factors in Elder Care Planning

The fear of many elderly individuals — perhaps even yourself or someone in your family — is that nursing home costs will consume their life savings before they can be passed to their heirs. This concern is real and has spawned elder care planning strategies designed to minimize the damage. Background: Medicaid is a health care assistance program […]
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Capital Gains: To Gift or Not to Gift?

by Brittiny B. Razzano Originally published in the Saratoga Business Journal. What is a capital gain? Generally, a capital gain results from a sale of an asset, such as a stock, at a higher price than the owner originally paid. What the owner paid for the asset is known as the cost basis. If the […]
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A Measured Approach to Selecting the Right Trustee

A trust is often only as good as the person selected to manage it. It may a daunting process, but selecting the right trustee and having fail-safes in place are crucial to ensuring the complexities of a trust are handled appropriately. Here are some of the pros and cons of choosing different trustees. Advantages of […]
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TV Lessons in Estate Planning: The Golden Girls

by David A. Kubikian Season 1, Episode 7 Background: The Golden Girls is one of the most unique sitcoms in television history. Airing on NBC beginning on September 14, 1985, the show starred comedy icons Betty White and Bea Arthur along with Rue McClanahan and Estelle Getty. They played Rose Nylund, Dorothy Zbornak, Blanche Devereaux […]
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TV Lessons in Estate Planning: Gilligan’s Island

by David A. Kubikian Season 1, Episode 6 Background: Gilligan’s Island is a legendary TV show that had a shorter run than people think (three seasons) on network television. The show, which almost all critics hated, received a cult following during its short run in primetime and syndication. The show follows the adventures of the […]
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TV Lessons in Estate Planning: The Wonder Years

by David A. Kubikian Season 1, Episode 5 Background: The Wonder Years made its TV debut on January 31, 1989 on ABC immediately following Super Bowl XXII. The show revolves around Kevin Arnold from ages 12 to 17 and his trials and tribulations during the late sixties and early seventies. The show doesn’t actually disclose […]
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TV Lessons in Estate Planning: Diff’rent Strokes

by David A. Kubikian Season 1, Episode 4 Background: Diff’rent Stokes made its debut on NBC on November 3, 1978 and later switched to ABC. The show was about two young boys from Harlem, Arnold (Gary Coleman) and Willis (Todd Bridges) who were adopted by their deceased mother’s boss, Phillip Drummond, who had his own […]
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