Two words that can change your child’s inheritance
Knowing a little Latin can save you a lot of money. In this case, a little Latin in not a short resident of Greece, but an important legal term that you may see in your will. The term per stirpes,...
View Article5 Benefits from the new tax law
There actually are some helpful things that emerged from the midnight-hour law signed by President Obama on January 2. Here's our pick of the top 5. The post 5 Benefits from the new tax law appeared...
View ArticleWhere there’s a Will . . .
. . .there are usually some opportunities for tax and estate planning. Most people don’t appreciate the importance of a will, especially if they think their estate is below the level of the estate tax...
View ArticleEstate Tax Rates for 2013 and beyond
The zero-hour fiscal cliff law raised the top estate tax rates to 40 percent. Here's a table with the new rates for 2013 and beyond. The post Estate Tax Rates for 2013 and beyond appeared first on...
View ArticleThe best reason to do Financial Planning-leaving a positive legacy.
It’s not just about you and me. Planning is about leaving a positive legacy for our children. This tongue-in-cheek video shows one very sound reason why you’d want to do this. Concerned about your...
View ArticleWhy we recommend tax-deferred growth!
This is the reason we recommend tax-deferred growth for your Investments. The post Why we recommend tax-deferred growth! appeared first on Smith Conley & Associates, PC.
View ArticleCan IRS make you pay someone else’s tax 10 years later?
Just ask Maureen Mangiardi. Ten years after her father passed away the IRS came to the door asking for her IRA. The post Can IRS make you pay someone else’s tax 10 years later? appeared first on Smith...
View ArticleWho gets your IRA? It’s not always a simple decision!
When does money have to be paid from an IRA? The answers may surprise you. The post Who gets your IRA? It’s not always a simple decision! appeared first on Smith Conley & Associates, PC.
View ArticleHow to navigate the Medicare maze:Savvy Medicare Planning can save you money!
Common pitfalls in applying for Medicare. The post How to navigate the Medicare maze:<br><h2>Savvy Medicare Planning can save you money!</h2> appeared first on Smith Conley &...
View ArticleWhat happens when the heirs lose the Will?:Here's what one family was forced...
What happens when you know there’s a will but no one can find it? Our thanks to attorney Ira Leff’s tax blog (we’ve included a download link at the bottom) for the information below. Here’s one...
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