Save Your Heirs Taxes on Retirement Plan Assets
Retirement plans such as 401ks, 403bs and traditional IRAs are funded with pre-tax money, grow free of income (but not capital gains) tax and are taxed on withdrawal. Read more for ways to save on taxes when leaving retirement plan assets to your heirs.
Property Taxes, Medicare and Social Security When You Turn 65
Our biggest challenge during retirement may well be living on a fixed (after inflation, a declining) income while medical costs rise – especially at the end of life. What happens with property taxes, Medicare and Social Security when you turn 65? Plan now! Read more for what you should know as you approach the big day.
Inheritance Tax for Non-Texan Heirs and Beneficiaries
Most people are not aware of inheritance taxes imposed by other states or countries or of the U.S. estate taxes which may be imposed even on non-citizen spouses who are permanent residents.
Choosing the Right Hospital and Hospice Program
Choosing the right hospital and the right hospice program can make all the difference. We want to decide where we receive care and who will provide it. These points will help you make the right decision for the care you need and want.
5 Questions the Elderly Need To Consider About the Years Ahead
As we think about the years ahead, the elderly need to consider five big questions. We need answers which are practical, sustainable and safe. We need realistic backup plans.
Why Your Bank Account Signature Card is Important
We can be rather sloppy when opening bank accounts. We may know that someone else is “on” an account with us but we are not entirely clear what that means. Your bank account signature card is important. Knowing who is on your signature card can make a real difference.
How To Pay Your Estate Planning Lawyer Less
These three simple steps will help you save on both legal fees and taxes…if you start now. They’ll also help you get your documents organized and stay organized. You’ll pay yourself well for the time you spend by having to pay your estate planning lawyer less. The earlier you start, the more you can do.
Spending in Retirement: 4 Ways to be Cautious
Somewhere around the day we decide to retire, we may think that we have a lot of money – a lifetime of earnings, a gold-plated nest egg. The light refracting from that shiny nest egg can blind us. Be cautious with your spending in retirement.
What to Do After Being a Victim of Elder Fraud
Have you been a victim of elder fraud? After the horse has bolted the barn, is there anything you can do? Actually, yes. Read more for ways you can mitigate the damage and maybe even make yourself a less attractive target in the future.
Resources to Find Texas Unclaimed Property
Roughly one-fourth of the unclaimed property in the United States is right here in Texas. Do you have property waiting to be found? Why leave it for your heirs to find. Use these resources to search for it now.
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