When it comes to estate planning, “it’s not just about valuables, but about values; not just about principal, but about principles.” [Dr. Barry Baines, “Ethical Wills, Putting Your Values on Paper”] Transferring values and ideals, in addition to your monetary wealth, is an important part of leaving a legacy. In other words, what your children […]
Abbreviations, acronyms, slang, metaphors, simile, hyperbole, puns, idioms – all types of figurative languages. When you think about it, we have so many forms of languages that the basics – English, French, German, Spanish – seem to be lost in the shuffle. In Estate Planning, we have many acronyms that are used and I thought […]
Retirement – for some people, they have achieved that stage in life. For others, they may be planning for retirement either in the not-so-distant or distant future. However, in whatever pre-retirement stage of life you are in, it is never too early to think about it. Taxpayers can deduct contributions to a traditional IRA if […]
I mentioned in a prior article that individuals would be able to participate in the identity protection PIN program. This PIN is a six-digit number assigned to eligible taxpayers to help prevent misuse of Social Security Numbers being used on fraudulent federal income tax returns. If you would like to take advantage of this program, […]
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