Blog | Law Offices of Gary Waitzman

IRS sets 2016 long-term care insurance tax deductions 

On November 9, 2015 / Blog, taxes / Leave a comment

Here’s a bit of good news for your Gen-X clients considering the value of a long-term care insurance policy. The Internal Revenue Service recently announced it will increase the premium deduction limit a bit more for buyers in their 40s in 2016 than for buyers in other

Does your client’s estate plan account for working longer?

On November 9, 2015 / Blog, estate planning, Information / Leave a comment

There’s a not-so-funny joke we hear some clients in midlife say when they don’t have a retirement plan engaged: “Oh, I’ll never retire. I’ll just keep working.” That’s a pretty naïve outlook when you consider the many potential health, housing and financial pitfalls that can eliminate even

Think Your Client is Exempt from the Federal Estate Tax? Perhaps Not

On August 15, 2014 / Blog, estate taxes, Information / Leave a comment

By Gary Waitzman In my experience, none of my clients think of themselves as “rich.” In fact, they might tell you the opposite because they each “know a guy worth twice as much as me. Now, he’s rich!” The trap in this way of thinking is that

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IRS sets 2016 long-term care insurance tax deductions

Does your client’s estate plan account for working longer?

Think Your Client is Exempt from the Federal Estate Tax? Perhaps Not

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