Your Medicare card: Go ahead, leave home without it
Aug 02, 2014
Stop Identity theft from happening to you.
What's in seniors' wallets? Most likely, a Medicare card that leaves you vulnerable to scams and fraud. PROTECTING YOUR NUMBER It's a peculiar anachronism i...
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Is a Living Will the same as a Living Trust?
Aug 02, 2014
This is confusing to many people, and quite understandably so, because the names are so similar. But these are very different documents and they do very different things. A living will is for medical...
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Planning Your Legacy: Not Just for the Rich and Famous
Apr 12, 2011
Why Plan your estate? Life
is full of choices. Where to live? What career to follow? Whether to purchase a home? Frequently, our lives are governed by the
choices that we fail to make; the non-decision...
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Does the New Estate Tax Law Affect Your Legacy?
Apr 12, 2011
In one word: YES.
Thanks to the new law, fewer families will pay estate taxes
but making your wishes become reality still takes careful planning.
The new
changesrecently signed into law made some big...
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Charitable Giving, Lead By Example
Apr 12, 2011
When kidsare asked, "Do you know what
organizations or causes your family donates money or time to?" most
children 17 and younger said either, "I'm not aware of their giving at
all" or "I know my pare...
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Roth IRA Conversion
Feb 14, 2010
Convert now decide later Make the conversion now. Then you have until tax time next year to decide if it was a good idea. If the fund value has risen it works. If the fund value has gone down put it ...
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How to Donate to a Charity from Your IRA
Jan 24, 2009
The Rules are: 1. You must be 70 1/2 or older.
2. Transfers must be made directly from the IRA custodian to the Charity.
3. Up to $100,000.00 may be gifted in 2009. The IRA distributions can come fr...
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What is a Charitable Bargain Sale?
Jan 24, 2009
Is this gift for you? 1. You want to use your appreciated real estate to make a gift, but retain some of its value for your personal needs.
2. You are looking for a gift plan that can return signi...
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