Facilitating Estate Planning Beyond the Estate Tax

With a threshold of $11 million per person, the estate tax has become a concern mostly for the very wealthy. While most of us don’t need to think about an estate tax when we die, there is still plenty of estate planning to be done, whether it is more financial, practical, or logistical in nature.

2019-03-19T15:15:36-04:00February 21, 2019|Categories: Estate and Trust, Retirement, Tax: Individual|Tags: |

How Does the Tax Law Change the Menu for the Sandwich Generation?

Adults caring for aging parents while raising children or supporting a grown child are often referred to as the sandwich generation. The Tax Cuts and Jobs Act changed the options available to those in the middle of the sandwich, but the good news is that there are still tax benefits available to those caring for young children, elderly parents, or other dependents.

2018-09-25T15:21:02-04:00September 18, 2018|Categories: Tax: Individual|Tags: , |

Keeping Your Estate Plan Current

There is a great scene in the first "Back to the Future" movie in which Michael J. Fox, as Marty McFly, takes over for an injured band member and introduces the tune "Johnny B Goode" to the audience, just a little before it is supposed to show up on the music scene. He tells the rest of the band "This is a blues riff in B, watch me for the changes and try to keep up."

2020-01-28T13:51:22-05:00December 12, 2017|Categories: Estate and Trust, Retirement, Tax: Individual|Tags: , |

Planning a Future to Look Forward To

Back in the spring, I wrote about ways to look forward to tax filing by making positive changes in our planning and small adjustments to [...]

Six Strategies for Your Tax Playbook

I’m looking forward to tax day. No, I’m not in a time warp.  I do know that April 15th is behind us, and most people [...]

The Sandwich Generation – Taking a Bite out of the Burden

They call us the Sandwich Generation, the middle layer between grown or growing children who depend on us and parents who also depend on us.   [...]

New Year’s Resolution: Create a Financial Plan

Does it feel like just a few weeks ago that we ushered in 2016?  It seems that every year goes by more quickly than the [...]