Tag Archives: Estate Planning

TMTW #383 New Tax Law Series- Part 12: Big Estate Tax Change

Tax and Money Tip of the Week: New Tax Law Series- Part 12: Big Estate Tax Change May 9, 2018 | No. 383 Beginning in 2018, the estate- and gift-tax exemption (a combined amount that applies to an individual’s gifts made during … Continue reading

Posted in Tax and Money Tip of the Week | Tagged , , , , | Leave a comment

TMTW #378 New Tax Law Series-Part 9: Sale of Personal Residence-No Change

Tax and Money Tip of the Week: New Tax Law Series- Part 9: Sale of Personal Residence-No Change April 4, 2018 | No. 378 Click here to read about an exemption on home sales that remained the same. You can add comments … Continue reading

Posted in Tax and Money Tip of the Week | Tagged , , , , , | Leave a comment

TMTW#367-How to Pick an Advisor

Tax and Money Tip of the Week: How to Pick an Advisor January 17, 2017 | No. 367 Click here to read How to Pick an Advisor from ‘The Wall Street Journal’ Questions or Comments? You can add comments on the blog, call 919-847-2981, or visit … Continue reading

Posted in Tax and Money Tip of the Week | Tagged , , , | Leave a comment

TMTW#361-How to Hire a Tax Pro

Tax and Money Tip of the Week: How to Hire a Tax Pro December 6, 2017 | No. 361 Click here to read How to Hire a Tax Pro from ‘Business Management Daily’ You can add comments on the blog, call 919-847-2981, or visit our web site. … Continue reading

Posted in Tax and Money Tip of the Week | Tagged , , , , , | Leave a comment

TMTW #164 – Estate Planning

Tax and Money Tip of the Week: Estate Planning December 4, 2013 | No. 164 Key Estate Planning Documents You Need This is a general, informational piece only and not intended to provide legal advice. Each individual should seek legal … Continue reading

Posted in Tax and Money Tip of the Week | Tagged , , , , | Leave a comment

TMTW # 127 – Estate Tax Exemption for 2013

Tax and Money Tip of the Week: Estate Tax Exemption 2013  January 30, 2013 | No. 127 One of the key Estate Tax decisions in the new tax law passed by Congress this month. Estate taxes Questions or Comments? You … Continue reading

Posted in Uncategorized | Tagged , , , , , , | Leave a comment

TMTW #112 – Is an Irrevocable Life Insurance Trust Right for You?

Tax and Money Tip of the Week Is an Irrecovable Life Insurance Trust Right for You? | October 3rd, 2012 | No. 112 Most of us have some sort of life insurance, so that when we die, our loved ones will … Continue reading

Posted in Uncategorized | Tagged , , , , , , , | Leave a comment