Jan 29, 2013 | Estate Planning
The American Taxpayer Relief Act passed on January 1, 2013, extended through the end of 2013 the provision allowing you to make a charitable contribution up to $100,000 to a qualified public charity from your IRA if you are over 70 1/2 years of age and are taking...
Jan 11, 2013 | Estate Planning
It is not too late to make a charitable contribution up to $100,000 to a qualified public charity from your IRA if you are over 70 and 1/2 and currently withdraw Required Minimum Distributions. The American Taxpayer Relief Act (“the Act”) passed on January 1, 2013...
Oct 22, 2012 | Estate Planning
What happens to your email account when you pass away? What about your online access to your bank accounts, especially if you have gone paperless to protect the environment? Have you written down all your user names and passwords and put these in a safe place for your...
Aug 6, 2012 | Estate Planning
You and your spouse are young professionals with two children under the age of 14 years. Due to your professional status, you are both accumulating money in self- directed IRA’s or in a pension plan (i.e. 401k) related to your employment for your future retirement....
Mar 28, 2012 | Estate Planning
You are one of three adult children. Your widowed mother is changing her trust. She will divide her property equally among you, your sister and your older brother. However, she feels your older brother will never be able to handle money responsibly so she has decided...
