by Jolaine Richmond | Nov 16, 2018 | Aging Parents, Estate, Family
Caring for your aging parents is something you hope you can handle when the time comes, but it’s the last thing you want to think about. Whether the time is now or somewhere down the road, there are steps that you can take to make your life (and theirs) a...
by Jolaine Richmond | Nov 9, 2018 | Estate, IRS, Tax Tips, Taxes
Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Set aside time to plan Effective planning requires that you have a good understanding of your current tax situation, as well as a reasonable estimate...
by Jolaine Richmond | Oct 19, 2018 | Estate, Family, Planning
Tip: One key difference between a will and a living trust is when they take effect. A will takes effect when you die; a living trust takes effect when you execute it and begins to operate when you transfer assets to it. Do you have a will? A will enables...
by Jolaine Richmond | Sep 21, 2018 | Estate, Heirs, Planning
Tip: One key difference between a will and a living trust is when they take effect. A will takes effect when you die; a living trust takes effect when you execute it and begins to operate when you transfer assets to it. Do you have a will? A will enables...
by Jolaine Richmond | Aug 31, 2018 | Children, Estate, Family, Planning
It has been said that the best inheritance we can give our children is a few minutes of our time every day. It’s also true, though, that our children will not always have us in their lives. Children with special needs may require lifetime assistance,...
