Common pitfalls in applying for Medicare.
Estate Planning applies to everyone!
There’s a cliche that says, “You can’t take it with you.” Although that’s true, you can arrange your affairs to make sure that more stays with your family and less is consumed with taxes.
As importantly, your wishes regarding your health care and even the way your assets are to be used can be controlled through trusts and various gifting strategies. Need some ideas about your will? This link can help.Want to know the two words in your will that can change how your heirs receive your assets? You’ll find the link here. Browse around and contact us if you have questions.
Estate Planning
How to navigate the Medicare maze:
Who gets your IRA? It’s not always a simple decision!
When does money have to be paid from an IRA? The answers may surprise you.
Can IRS make you pay someone else’s tax 10 years later?
Just ask Maureen Mangiardi. Ten years after her father passed away the IRS came to the door asking for her IRA.
Why we recommend tax-deferred growth!
This is the reason we recommend tax-deferred growth for your Investments.
The best reason to do Financial Planning-leaving a positive legacy.
It’s not just about you and me. Planning is about leaving a positive legacy for our children. This tongue-in-cheek video shows one very sound reason why you’d want to do this. Concerned about your financial goals? Contact us for help. (Click here if your screen doesn’t show the video.) Share with your friends . .…
Estate Tax Rates for 2013 and beyond
The zero-hour fiscal cliff law raised the top estate tax rates to 40 percent.
Here’s a table with the new rates for 2013 and beyond.
Where there’s a Will . . .
. . .there are usually some opportunities for tax and estate planning. Most people don’t appreciate the importance of a will, especially if they think their estate is below the level of the estate tax exemption. Even people who recognize the need for a will often don’t have one, perhaps due to procrastination or the lack of…
5 Benefits from the new tax law
There actually are some helpful things that emerged from the midnight-hour law signed by President Obama on January 2. Here’s our pick of the top 5.
Two words that can change your child’s inheritance
Knowing a little Latin can save you a lot of money. In this case, a little Latin in not a short resident of Greece, but an important legal term that you may see in your will. The term per stirpes, along with its legal cousin, per capita, refers to how an estate is passed along…
The worst state(s) to die in. . .
For estate tax purposes, there are some terrible states to die in this coming year (2013). Hover over the selected states in the map below and you’ll see what we mean. Share with your friends . . .emailFacebookTwitter