Is There a Limit to Social Security Tax?
Once your earnings exceed a specific amount, you can stop paying into Social Security for the rest of the year.
Why It’s Important to Update Your Estate Plan
It is a common misconception that once the estate plan is prepared and executed, it does not require any further attention.
What’s New in SECURE 2.0 Act of 2022?
In the dark of the night, snuggled within the 4,000+ page Omnibus Bill meant to keep the machine of government well-oiled, lies a passage that may change the future of retirement saving.
What Is Included in an Estate Inventory?
One of the essential steps in the probate process is filing an inventory of all the assets that are part of the estate.
Some Expenses are Paid by Estate and Some by Beneficiary
If you’re set to inherit, you may be wondering what estate expenses are paid by the beneficiary. The answer can depend on what assets are passed on to you when a family member or loved one passes away.
What Is Social Security Increase in 2023?
The government has announced a change that may help ease the pain for those who depend on Social Security, along with two others that will affect those who are still working.
Does Estate Plan Need a Trust?
Trusts are sometimes offered as a ‘cure all’ solution to estate planning problems. It is true that some issues lend themselves to the use of trusts.
What are the Tax Brackets for Next Year?
People pay many different kinds of taxes. You file an income tax return every spring, pay sales taxes when you buy things, and pay property taxes if you own a home. These taxes apply to nearly everyone.
Don’t Miss Out on Estate Planning Opportunities
People often overlook critical steps when they are doing their estate planning.
There are Ways to Transfer Home to Your Children
Transferring a home to adult children is not quite as easy as giving them the keys and letting them move in. No matter how you do it, the taxman wants his cut, whether through estate and gift taxes or those for property and income, both federal and state.
