by Christine | Aug 5, 2011 | Elder Law |
A return to tax returns — that's the theme of a new round of scams. You're promised you'll get money from the government if you'll just file new forms with the IRS. You waste your time and pay a fee as well, putting money into the pocket of no one but...
by Christine | Aug 4, 2011 | Business Succession Planning |
The sale of a business is usually a big event in the owner’s life, financially, emotionally, and in other respects…taxes are key to business sales, but who pays them? Some entrepreneurs build up and sell a dozen or more businesses during their lifetimes, but for most,...
by Christine | Aug 4, 2011 | Business Succession Planning |
The sale of a business is usually a big event in the owner’s life, financially, emotionally, and in other respects…taxes are key to business sales, but who pays them? Some entrepreneurs build up and sell a dozen or more businesses during their lifetimes, but for most,...
by Christine | Aug 3, 2011 | Estate Planning, Retirement Planning, Tax Planning |
If you've reached 70-1/2, you can make cash donations to Internal Revenue Service-approved charities directly out of your traditional IRA. This can be a tax-smart opportunity, but it will expire at the end of this year unless Congress acts. You may have read about...
by Christine | Aug 3, 2011 | Estate Planning, Retirement Planning, Tax Planning |
If you've reached 70-1/2, you can make cash donations to Internal Revenue Service-approved charities directly out of your traditional IRA. This can be a tax-smart opportunity, but it will expire at the end of this year unless Congress acts. You may have read about...
by Christine | Aug 2, 2011 | Estate Planning |
In the rush to button down an estate plan, people often spend most of their time focusing on the big questions and overlook small—but increasingly crucial—details. According to a recent article in the Wall Street Journal, there are approximately 400,000 pets each year...
by Christine | Aug 2, 2011 | Estate Planning |
In the rush to button down an estate plan, people often spend most of their time focusing on the big questions and overlook small—but increasingly crucial—details. According to a recent article in the Wall Street Journal, there are approximately 400,000 pets each year...
by Christine | Aug 1, 2011 | Estate Planning |
Amid the sad story of Amy Winehouse’s death came one positive note of inspiration for her heartbroken fans: The troubled singer left her affairs in remarkable order. We are used to hearing dramatic stories about the estate woes of celebrities like Anna Nicole Smith...
by Christine | Aug 1, 2011 | Estate Planning |
Amid the sad story of Amy Winehouse’s death came one positive note of inspiration for her heartbroken fans: The troubled singer left her affairs in remarkable order. We are used to hearing dramatic stories about the estate woes of celebrities like Anna Nicole Smith...
by Christine | Jul 29, 2011 | Elder Law, Estate Planning |
Rules such as Bank of America’s power of attorney policy are increasingly significant as the financial world increases its Web presence… Some people who thought they had covered all their bases and acted responsibly to care for loved ones in the event of a...