by Christine | Mar 20, 2015 | Uncategorized |
Until Feb. 20, when Missouri state authorities intervened to help Yvette James get control of her father's remains, James was stuck in a nightmare of red tape. All she wanted was to rightfully fulfill her father’s burial wishes, something she should have legally...
by Christine | Feb 27, 2015 | Uncategorized |
There is less emphasis on estate taxes because the exemption—$5.43 million per person—is so high now. But income taxes are higher, so know what you are in for. Maybe the estate tax doesn’t apply to you, but what about rising income taxes? How should you plan...
by Christine | Feb 26, 2015 | Uncategorized |
Don't think savings is a big deal? Ask anyone who is running their own business, decided to retire early or abandoned their old job to go after their dream career. Savings was their saving grace, no pun intended. The Fall 2014 Merrill Edge Report showed that 80...
by Christine | Feb 16, 2015 | Uncategorized |
Roth IRAs intrinsically make phenomenal transfer of wealth vehicles. With reduced estate taxes and no income tax for heirs to pay on withdrawals, establishing a Roth IRA or even converting to one from a Traditional IRA seems to be a simple decision. Just know what you...
by Christine | Feb 9, 2015 | Uncategorized |
529 College Savings Plans Offer Wonderful Tax Incentives “We see that as a big driver for everyone – the opportunity to put your money into the market and get that appreciation and have all those earnings tax-free when you use them for...
by Christine | Dec 26, 2014 | Uncategorized |
The newest amendment to New Jersey's Medicaid program will allow those who earn too much to qualify for full assistance — but who can't afford the cost of the care they need — to receive help through the creation of a trust account at a bank. A recent...
