by Christine | Sep 14, 2012 | Estate Planning |
End-of-life tax-ducking techniques can cut income taxes as well as federal estate and state estate and inheritance taxes. It’s never too late to take charge of your assets and the inheritances you plan to leave. For that matter, it’s never too late to properly plan...
by Christine | Sep 13, 2012 | Charitable Giving, Estate Law, Gift |
Warren Buffett celebrated his 82nd birthday last Thursday by announcing an additional $3.1 billion in donations to the charities run by his three children. Most of us spend our birthdays receiving gifts. In fact, that’s been the standard operating procedure...
by Christine | Sep 12, 2012 | Estate Planning, Roth IRA |
In 2010, we felt that the conditions were ideal for converting traditional IRAs into Roth accounts. Previous restrictions on conversions had been removed, and income triggered by conversions was taxed at relatively low rates. Today, we are once again looking at...
by Christine | Sep 11, 2012 | Elder Law, Mediation |
A small but growing number of mediators (people who help resolve disputes, typically outside a courtroom) now specialize in elder affairs. They help families work through concerns — and fights — involving caregiving, inheritance, living arrangements,...
by Christine | Sep 10, 2012 | Estate Planning, Funeral Planning |
The old adage “nothing is certain but death and taxes” is very true. Since income taxes occur on an annual basis we think about them frequently. Our own death, however, we seldom think about or plan for. That’s a problem. Admittedly, it’s fairly difficult to plan for...
