Category Archives for Tax Planning

5 Creative Ways to Invest Your Tax Refund in Your Family’s Future

Expecting a tax refund this spring? Up to 80% of us are, and will have to decide what to do with our tax refund of, on average, about $2,832! Though it can be tempting to see a tax refund as “free money”

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Protect Your Surviving Spouse

Protect Your Surviving Spouse – Review your plan TODAY for this language!

If you created an estate plan that includes a living trust, you must review it to determine if it contains language that could create unnecessary cost, effort and stress for your surviving spouse. Back

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Five Reasons To Never Give An Outright Inheritance To Your Children – and What to Do Instead!

If you’re like me, you want to leave an inheritance for your children. It’s likely part of what you are working so hard to do. But, far too often, the way we leave those inheritances actually does

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Medicare Facts For You, Your Parents

People who are nearing the age of 65 should be making plans for the transition from private health care to Medicare. It is not a simple process or one that happens automatically. You have to initiate the

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Lottery

What to do with a cash windfall

Many of us like to fantasize about winning the lottery. We muse with our friends about how we might spend the money, and we dream about never wanting for anything ever again. The odds are against us, of

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What Business Owners Need To Know About The New Tax Law

After much twisting of arms and gnashing of teeth, Congress took action on the tax issue… On December 16, 2010, the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 was

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The Straight Scoop on the New Tax Law and Your Estate Plan

Tax laws are confusing on a good day… What you can deduct… What you have to claim… And with all the recent changes to the laws, it’s almost impossible to know if you’re doing the right thing. We’re

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New Year’s Resolutions For Your Portfolio

We all make New Year’s resolutions… Losing weight… Spending more time with family… Learning a new language… Few of us think of our investment portfolio in terms of resolutions.  But we should. This

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Are You Ready for the 2011 Tax Changes?

If ever there was a time to call your estate planning or tax attorney, now is that time. The tax cuts instituted by the Bush administration in 2001 and 2003 are set to expire in 2011 unless Congress does

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