by Christine | Sep 22, 2011 | Probate, Tax Planning |
If you’re an executor for someone who died in 2010, mark your calendar for January 17, 2012. That’s the new date by which you must now file a key federal tax form. If your last name is “Steinbrenner,” or you also are the heir to the estate of a decedent who passed in...
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 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...
by Christine | Sep 2, 2011 | Elder Law, Estate Planning, Tax Planning |
Market volatility may be tough on the nerves, but it could be a boon for wealthy families looking to shelter assets from taxes while helping their children. Watching the market nowadays is hardly a soothing pastime. It seems that once again we’re watching our futures...
by Christine | Sep 1, 2011 | Estate Planning, Retirement Planning, Tax Planning |
Inheriting something is not the same as knowing what to do with it, and that may be especially true with retirement accounts. As a bit of guidance I found a recent article from Forbes offering seven steps to take if you have recently received an inheritance, or if you...
