by Christine | Sep 23, 2011 | Estate Planning, Tax Planning |
The Obama jobs bill…creates a new battle between the charity world and government. There’s a lot of commotion surrounding President Obama’s jobs bill, and for good reason, but not all of it is positive. Small businesses, for one, are lukewarm since their concern is...
by Christine | Sep 21, 2011 | Estate Planning, Tax Planning |
As the amount of money stashed in 401(k)s and individual retirement accounts has grown, more and more families are finding themselves locked in battles over who has rights to the assets. Even with the many concerns over retirement accounts in America, it’s undeniable...
by Christine | Sep 21, 2011 | Estate Planning, Tax Planning |
As the amount of money stashed in 401(k)s and individual retirement accounts has grown, more and more families are finding themselves locked in battles over who has rights to the assets. Even with the many concerns over retirement accounts in America, it’s undeniable...
by Christine | Sep 20, 2011 | Estate Planning |
One of the most common estate planning mistakes that people make is joint ownership. Estate planning can be daunting. Once you get past the fact that your very mortality (and morbidity) is the triggering event, estate planning means taking stock of all you own and,...
by Christine | Sep 16, 2011 | Estate Planning |
If you enjoyed that last summer outing to your vacation home this past Labor Day weekend, it's a good time to start thinking about creating a succession plan for the property. A detailed plan will make the transfer of ownership easier and establishes rules to will...
by Christine | Sep 15, 2011 | Elder Law, Estate Planning, Tax Planning |
You can reverse a 2010 Roth conversion. Then it's like the conversion never happened, which means the inflated conversion tax bill disappears. Are you still reeling? August was a tumultuous money month (to say the least), but at least we can breathe a sigh of...
