7 Last-Minute Moves To Save On Your Taxes For 2021
With Tax Laws in Flux: What Should You Do Now?
Proposed Changes To Tax Laws That Will Impact Estate Planning—Part 1
3 Ways To Benefit By Incorporating Charitable Giving Into Your Estate Plan
6 Ways The American Rescue Plan Can Boost Your Family’s Finances—Part 2
6 Ways The American Rescue Plan Can Boost Your Family’s Finances – Part 1
7 Ways To Save Big Money On Your 2020 Taxes—Part 2
7 Ways To Save Big Money On Your 2020 Taxes—Part 1
Start Planning Now to Prepare Your Estate for a Possible Democratic Sweep—Part 2
Start Planning Now to Prepare Your Estate for a Possible Democratic Sweep—Part 1
Save Money On Your Taxes
5 Steps to Fix Your Battered Retirement Plan
It’s no secret that a majority of Americans are ill-prepared for retirement. A recent Forbes.com post detailed the 5 steps you can take now to being repairing the hole in your retirement plan: Pay yourself first. Set up an account…
Debunking 4 Common Myths About Gift Taxes
April 15 is not only the deadline for filing your state and federal income tax returns, but also the deadline for filing gift tax returns via IRS Form 709. Many people are confused about the subject of gift taxes. While…
Family Loans Must Be Made Properly to Avoid Tax Repercussions
The recession made many parents and grandparents into personal bankers, making loans to strapped children or grandchildren to help them cope with unemployment or other financial misfortune. However, family loans need to be prepared properly to avoid tax repercussions. Here…
A Duty Checklist for Trustees of a Trust
It’s no misnomer that a position with so much responsibility carries the name “trustee”. After all, you have been entrusted with a solemn responsibility and you no doubt want to do the best possible job. Here are 10 things to…
‘Tis the Season to Be Gifting: How to Do It Right
Not many people would view the IRS as a charitable organization, but you might if you plan your gifting appropriately – i.e., in a way that will benefit you on your income and gift taxes. Here are guidelines when gifting…
7 Things To Think About Before Making Gifts to Grandchildren
If you have grandchildren – or are getting ready to welcome one like political power couple Bill and Hillary Clinton – you know the special joy they bring. After all, you can now leave all the heavy lifting to the…
7 Steps to Creating an Estate Plan That Keeps Your Family Out of Court
Many people fail to create an estate plan because they don’t truly understand what is involved and therefore believe it is too complicated. But the real truth is that creating an estate plan during your lifetime is far less complicated…
The Wealth Creation Trust: A Gift That Keeps On Giving
The perfect gift for your child or grandchild on the occasion of their birth, Bar or Bat Mitzvah, Sweet 16 or Quinceañera cannot be found in any store. Instead, the hopes and wishes you have for your child (or grandchild’s)…
Subject: Receiving an Inheritance One Day? Here’s What to Do Now.
Baby boomers are set to inherit up to $8.4 trillion over the next 15 years, according to The Center for Retirement Research at Boston College. A recent New York Times article explored the complicated issues that these inheritances can bring,…
How to Protect Life Insurance Proceeds from Taxation
If you have been responsible enough to purchase a life insurance policy as added protection for your loved ones, then you will want to carry that responsible action a little further by protecting that important payout from taxation. If you…
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