Estate planning Archives - Tony Novak

May 21, 2019May 21, 2019Estate planning, Financial Planning

Sample letter of instruction

An earlier version of this post was originally published in 2011 when I was recovering from a long term disability that left […]

January 20, 2018January 20, 2018Estate planning, Ethics, Financial Planning, Health and wellness, Health Insurance, Legal, Real Estate, Wealth Management

The Basics of Medicaid Planning

This blog post lists key issues in bullet format and is not intended as a complete discussion of any issue. A more thorough consideration […]

August 23, 2017August 23, 2017Estate planning, Tax Planning

Estate tax repeal is a dead issue for now

We should no longer expect a repeal of the estate tax in the foreseeable future. The estate tax affects only multi-millionaires and, […]

January 9, 2017Estate planning, Health Insurance, Small Business

How to help employees on Obamacare

How does a small business employer help an employee who receives subsidized Obamacare coverage but still struggles to afford the cost of […]

October 11, 2016October 11, 2016Estate planning, Government, Tax Planning

New Jersey death tax update

Until now, New Jersey had both an estate tax and an inheritance tax. Estate taxes are paid by the deceased person’s estate […]

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