268

Showing all 3 results

  • Ensuring your long-term care policy is tax-qualified

    June 2019
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 268

    Abstract: A long-term care insurance policy supplements traditional health insurance by covering services that assist the insured with one or more activities of daily living. Long-term care coverage is relatively expensive, but it may be possible to reduce the cost under a tax-qualified policy. This brief article explains how “tax-qualified” is defined.

    Read More

  • Protect your assets with a postnuptial agreement

    May / June 2014
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 268

    Abstract: Many who marry don’t give a prenuptial agreement a second thought — until marital discord sets in. At that point, a postnuptial agreement might be advisable. Similar to a prenup, postnups typically include provisions for property division in addition to setting a specific spousal support dollar amount. This brief article looks at some of the considerations involved in obtaining a postnup.

    Read More

  • First-time homebuyer tax credit set to expire Dec. 1

    October / November 2009
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 268

    Abstract: Those who are ready to purchase their first home should consider doing so before Dec. 1. Why? Because that’s when a refundable “first-time” homebuyer tax credit equal to 10% of the purchase price of a principal residence is set to expire. This short article looks at details of the credit.

    Read More