Protecting and Preserving What's Most Precious to You.
Let’s talk about 529s. Many of you already have them or are interested in them. What are they? They are from section 529 of the Internal Revenue Code. Isn’t the tax code so ubiquitous? We call the accounts by the name of the section where they are found in the IRS code. Another example is […]
As we start off the new year with most of our area in a deep freeze, the Tax Reform Act is a hot topic. People are asking me constantly about the Tax Reform Act. How is it going to affect their estate, their income, and assets? We now know what it intends to do. Don’t forget […]
How many times has someone told me, “I’m my mom’s executor”, and I have responded, “No you’re not. Your mom is still alive! You’re not an executor until she is gone.” I usually tell them more. I have to add quite a bit more information because they just keep adding layers of complexity and formality […]
