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Newsletters

Sep 2024
Who do you name as your executor or trustee?

Who do you name as your executor or trustee?

The decision to use a Will or Trust to administer your estate is a “cakewalk” compared to naming an executor or trustee! When drafting a will or trust, you must name several people: one who will first serve as a trustee or executor; and, others who will be successors. Life is uncertain and fragile. You want […]
Aug 2024
Estate Tax Planning, #1

Estate Tax Planning, #1

If you want to double your money within a few years, call your investment advisor. If you want a return on investment of 10-20X or more, call your estate planning attorney! The estates of most people do not pay federal estate taxes. However, if your estate is sizable and/or you reside in a state which imposes estate taxes, […]
Jul 2024
July 2024 Newsletter

July 2024 Newsletter

No doubt you have a financial plan for retirement. But do you also have a non-financial retirement plan? Money alone will not guarantee your retirement will be all you dream. There are non-financial variables in the equation for an enjoyable and fulfilling retirement—variables you need in your retirement plan. Regardless of your financial situation or […]
Jun 2024
June 2024 Newsletter

June 2024 Newsletter

The $10,000 cap for the State and Local Tax (SALT) deduction means many taxpayers no longer itemize deductions when filing their income tax returns. Many taxpayers’ state and local income taxes and their property taxes exceed $10,000. Nevertheless, $10,000 is all that can be deducted! Other commonly itemized deductions are home mortgage interest and charitable […]
May 2024
May 2024 Newsletter

May 2024 Newsletter

In 2024, the “annual exclusion” for gifts is $18,000 ($1,000 more than in 2023). Many taxpayers incorrectly think that a gift to their children in excess of $18,000 will trigger a federal gift tax. Under current tax law, you can gift an unlimited dollar amount to your spouse or to charity without tax liability. Gifts to […]
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