The Power of a Dynasty Trust
Early in the twentieth century, the United States began taxing wealth transfers under the gift and estate tax system. This system was designed to impose tax on each and every generation (father to son, …
Strategies for Handling Market Volatility
Strategies for Handling Market Volatility
Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s useful to have strategies in place that prepare you both financially and psychologically to handle …
Ask the Experts: Are electronic records the same thing as paper records?
Ask the Experts: Are electronic records the same thing as paper records?
The number of people using their computers to prepare tax returns and manage investments has skyrocketed in recent years. In fact, many people have completely eliminated the paper …
Ask the Experts: How long should I keep my financial records?
Ask the Experts: How long should I keep my financial records?
The answer depends on the type of financial record. Here’s a general guide:
Tax records — Most financial professionals recommend keeping your tax records for up to seven years. …
Common Types of Trusts
Common Types of Trusts
Whether you’re seeking to control how your assets are distributed after your death, avoid probate, plan for incapacity, minimize transfer taxes, or protect assets from potential creditors, trusts can help you accomplish many estate planning goals. …
Money for Your Life: Determining Your Life Insurance Need
Money for Your Life: Determining Your Life Insurance Need
Life is priceless. But if you’re purchasing life insurance, a financial value needs to be assigned to it. How do you determine how much your life is worth in dollars to …
New and Improved Staff
New and Improved Staff
We are pleased to announce two great additions to our staff: Colleen O’Hara, Paralegal; and Debra Garza, Trusts and Estates Administrator. With the recent addition of these accomplished professionals, we have greatly enhanced our ability to …
Ask the Experts: How do I undo my 2006 Roth IRA conversion?
Ask the Experts: How do I undo my 2006 Roth IRA conversion?
So you converted your traditional IRA to a Roth IRA in 2006, and now you’ve determined that the conversion no longer makes good tax sense, or that you …
Ask the Experts: Is it too late to make an IRA contribution for 2006?
Ask the Experts: Is it too late to make an IRA contribution for 2006?
You can make an IRA contribution for 2006 at any time up until the due date for filing your federal income tax return for the year. …
Look at What’s New for 2007
Look at What’s New for 2007
Every new year offers some surprises, and 2007 is no exception. Here’s a look at some of the changes—big and small—that may affect your finances this year.
Medicare Part B premiums tied to income…
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