Mar 19, 2020 | Estate Planning, Uncategorized
Coordinating Your Payable-on-death Accounts with Your Estate Plan March 19, 2020 Payable-on-death (POD) accounts provide a quick, simple and inexpensive way to transfer assets outside of probate. They can be used for bank accounts, certificates of...
Mar 18, 2020 | Estate Planning, Uncategorized
Will Your Estate Plan Benefit From a Trust Protector? April 2, 2020 You may have several different types of trusts in your estate plan. In general, to achieve the greatest tax savings, these trusts must be irrevocable, thus requiring you to give up...
Mar 18, 2020 | Tax, Uncategorized
Video: 2020 Individual Tax Highlights March 18, 2020 Tax Laws Extended Through 2020 • Tuition and Fees Deduction – Deduct up to $4,000 in educational expenses. • Medical expense deduction remains at 7.5% of adjusted gross income. • Mortage...
Mar 17, 2020 | Savings, Uncategorized
Financial Pros and Cons of Renting vs. Buying a Home March 17, 2020 According to U.S. Census figures, about two-thirds of American families are homeowners. But buying a house or condo may not be the best choice for every family in every situation. Renting...
Mar 12, 2020 | Estate Planning, Uncategorized
HSA Enhances Your Savings and Estate Plan March 25, 2020 Longer life expectancies and rising health care costs make saving for retirement more important than ever before. A Health Savings Account (HSA) can be a powerful tool for financing health care...
Mar 4, 2020 | Estate Planning, Uncategorized
2 Trust Types to Consider When Estate Planning for a Blended Family March 4, 2020 No one said estate planning is easy, and this is especially true if you have a “blended family.” The good news is that there are two trust types — a qualified terminable...
