Category Archives: Estate & Tax Planning

Legal: Partnership Agreements

Forming a partnership, even when with a trusted friend or colleague, should be done so with the foresight to protect yourself and your new joint venture. By formally setting the rules of the partnership at the formation of the business, you are setting your business up for success. Continue reading

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2014 IRS Limits – Saving For Retirement

It’s 2014, and the new IRS limits have kicked in. Here’s what you need to know concerning your 401k, IRA and other limits. Continue reading

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Who Needs Long Term Care?

Having a long term care policy in place can help you preserve assets that would otherwise be diverted to custodial care, and give you peace of mind that your care needs will be addressed should the need arise. Continue reading

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Why You Need an Estate Plan

Many people think estate plans are for the rich and not necessarily famous. After all, most of us don’t have millions of dollars sitting around, with heirs who fight with murderous intent. But you would be surprised at how useful – even essential – an estate plan can be for the average citizen. Continue reading

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4 Tax Saving Ideas

It’s almost 2012. Your business has done better than expected. Here are a few things you may consider to help lower your tax liability before year end, but you had better hurry! Continue reading

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Estate Planning – Portability of the Tax Exemption

The 2010 Tax Act1 has made it possible, under specified circumstances, for the estate of a surviving spouse to make use of the unused estate tax exemption of his or her predeceased spouse, a concept referred to as portability of the applicable exemption amount. Some estate planners have suggested that portability makes it unnecessary to continue to draft estate plans that include credit shelter trusts. Continue reading

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2010 Tax Relief Act – Estate Implications

The 2010 Tax Relief Act has been passed. What does this mean for your estate plan? Continue reading

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Why do they keep trying to sell you that annuity?

There are several types of annuities with the most popular being the variable annuity. The bank salespeople, often falsely referred to as financial advisors, make the sales pitch sound as if these products are the best things since the Wright Brothers took flight. I say buyer beware. Continue reading

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Top 5 Estate Planning Mistakes

Top 5 estate planning mistakes

I recently read a report that suggested that only about 20 percent of the population has a formal estate plan. After reviewing the points below, please take a minute to consider whether it’s time for you to create or update your estate plan.

Here are

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Wills and Trusts – In the Box or Off the Web

Dawn Levine an Attorney in Marietta, GA often gets asked what she thinks about Wills done over the internet. Continue reading

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Wiser Helps Those Out of Work – Free Tax Prep

Wiser Wealth Management offers free tax preparation services to those currently out of work. Continue reading

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House Makes Death Tax Permanent Today

Despite Republican efforts to do away with the Death Tax, the House voted to pass H.R. 4154 with a final vote of 225 to 200. H.R. 4151 will extend the 2009 3.5 million personal exemption (7.0 million per couple) and the 45% tax rate above those levels through 2010.…

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Death Tax Changes Uncertain

I recently received an Estate Tax update from The Estate Plan (TEP). TEP cited Leimburg Associates, Inc as the source of the following information. Here is my summary.…

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3 ETF Capital Gains

I regretfully anounce that 3 ETFs all issued by SSgA will be giving their investors capital gains this year.…

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Capital-Gains Tax and The Election

Fact: Capital Gains lead to retirement and capital-gains taxes threaten your retirement income.

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