Ten Year-End Tax-Planning Tips for Individuals

Ten Year-End Tax-Planning Tips for Individuals   Accelerate Deductions and Defer Income - It sometimes makes sense to accelerate deductions and defer income. There are plenty of income items and expenses you may be able to control. Consider deferring bonuses,...

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What Is Probate?

Probate is the legal process that takes place after someone dies of proving the validity of a will or establishing who is entitled to receive the decedent’s property under state intestate succession laws if there is no will. The...

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Why Retain An Attorney To Establish A Trust?

You should always work with a lawyer when setting up a trust. A poorly created trust can be confusing, expensive, and/or ineffective. The trouble with do-it-yourself planning is that even if your situation seems simple, you are not aware...

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Are You Properly Set for Your Retirement? 5 Things You Can Do Now

It is never too early to begin retirement planning. Unfortunately, many people put it off. If you are wondering what you can do now to ensure you are set for retirement – even if it is decades into the...

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Tax Changes You Need to Know About in 2015

Each year there are changes to the tax code that affect your tax return, and 2015 is no different. Here are the changes to be aware of for the coming year: Healthcare Everyone has been talking about it, but it still...

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What is a “Trust” and Who Needs One?

Estate planners are often asked whether trusts are only for the wealthy. Though it is not necessary for some people of modest means to establish a trust, it can be a useful estate planning tool, even if you are...

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