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
6 Tax Questions to Ask Before Year-End
Everyone’s “to-do” lists seem to grow longer at this time of year, but yours is incomplete until you ask your Personal Family Lawyer® to support you to get these six tax questions answered before the end of the year: Should…
10 Tips for Charitable Giving This Holiday Season
According to a recent Forbes article, Americans donated more than $316 billion to charity last year – and most of that came from individuals. Holidays are a traditional time of giving, and not just because we like to get in…
Windsor Ruling Expands Estate Planning Prospects for Married Same-Sex Couples
In June, the U.S. Supreme Court ruling in United States v. Windsor invalidated the federal Defense of Marriage Act (DOMA). The Windsor ruling has led to a number of recent federal rule changes from the IRS, Social Security Administration and…
7 Steps for Effectively Managing an Inheritance
Research shows that a majority of baby boomers will receive an inheritance at some time during the lives, with the average inheritance estimated at almost $65,000. Should you be the recipient of family largesse, here are 7 steps you can…
Striking a Balance Between Funding Your Retirement and Your Child’s Education
Many parents perceive a conflict between funding a child’s college education and building their own retirement nest egg. The conflict usually arises from the lack of financial resources to do both while funding daily living expenses, so parents become stuck…
5 Ways to Ease the Pain of the Payroll Tax Hike
While the fiscal cliff tax deal cut by Congress last month targeted primarily higher wage earners, every American worker is feeling the effects of the payroll tax hike that went into effect on January 1, raising the Social Security payroll…
Tips to Help You Reboot Your Retirement Plan
Planning for a long and prosperous retirement is no longer just about the money; because of the recession, boomers are needing to reboot their retirement plans. Here are six tips to get you on the right track again: Get healthy.…
The Fiscal Cliff Tax Deal: For Most of Us, It’s a Wash
The American Taxpayer Relief Act of 2012 that Congress passed on New Year’s Day extended the Bush era tax cuts, but the benefits of those cuts for most American taxpayers will be offset by a 2% increase in payroll tax.…
Savvy Year-End Tax Moves for Retirement Plan Owners
Even though the elections are over, no one knows what Congress will do by the end of the year when it comes to taxes so retirees are advised to look at strategies to cut their tax bills now rather than…
Retirement Planning Guidelines for Every Age
You’re never too young or too old to save for retirement; here are some guidelines by age group: Under 25: If you graduated from college with debt, you are certainly not alone – the average debt burden is currently $26,500…
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