You would like to benefit your favorite charity through your Estate or Trust, but is leaving a specific bequest in your Last Will and Testament or Trust the only option? Simply, the answer is NO. You have options. Here’s one for you to consider. You have an IRA or retirement-type account for which you can […]
Who will you be when you retire? Many of us identify ourselves through our career, but when we retire, that identity retires as well. So, who do you want to be in retirement? How do you want to enjoy yourself? There is no magical age for retirement these days. You hear of individuals retiring not […]
You see your parents aging and you begin to become concerned about their finances. They may not have shared much with you about their finances or you may be fortunate that they have been open with regard to what they have accumulated. Regardless of which scenario is true for you, talking about finances can be […]
The IRS mails letters or notices to taxpayers for many different reasons. Other than panicking, what should you do if you receive such a notice? Here are some do’s and don’ts for taxpayers who receive one: Don’t ignore it. Most IRS letters and notices are about federal tax returns or tax accounts. Each notice […]
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