Steve Hornstein


When Key Tax Documents Will Arrive

January Employers must provide employees with a W-2 by Jan. 31. Businesses that hire independent contractors will have to give them their 1099-MISC by that date. Retirees should also pay attention to their mailboxes in January. That’s when the Social Security Administration sends beneficiaries an SSA-1099, which will detail what they received during the previous […]



Tax season starts on Jan. 29. Here’s What You Need to Know

Certain refunds won’t be available until late February. The IRS expects nearly 155 million individual tax returns for 2017. For those of you who like to get your taxes done at the beginning of the season pay attention to your mail. All the documents and statements you will need to prepare your tax return are […]



Hugh Hefner’s Trust Requires his Beneficiaries to Stay Sober

Last newsletter we talked about how David Cassidy left a child out of his Will. We talked about how families sometimes do that, and one of the reasons they may do that. This article is going to briefly discuss putting a clause in your trust that requires beneficiaries to stay sober. Hugh Hefner passed away […]



Leaving a Child Out of Your Estate Plan? David Cassidy Did it.

During this holiday season we lost some familiar faces. David Cassidy passed away. After he passed there was a lot of coverage regarding his estate. It made headlines due to the fact that he left out one of his children. David Cassidy had two children, a son Beau Cassidy and a daughter Katie Cassidy. Katie […]



Learn More About Long Term Care with Stan Israel

MEET STAN ISRAEL Stan, a Vietnam Era vet, began his career in the entertainment and fitness industries before becoming an insurance professional. He opened his own insurance brokerage over 30 years ago, adding to his portfolio of life and disability products, by becoming a premier specialist in Long Term Care. He has served on advisory […]