Estate Planning Tells Them You Really Care

Another box of chocolates, another dozen roses, but after Valentine’s Day has been and done, and these are fleeting moments. What is not fleeting is an estate plan, which may not sound romantic until considering how much an estate plan shows your love. We’re not kidding. An estate plan includes a will. That gives your […]

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In honor of Dr. Martin Luther King, Jr.

If you would like to hear what a true American leader sounds like, listen to any of the speeches by Rev. Dr. Martin Luther King, Jr. Whether he is speaking to an auditorium of junior high school students in Philadelphia or standing on the steps of the Lincoln Memorial before 250,000 people, he delivers a […]

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Medicare Doesn't Cover Everything

What’s Not Covered by Medicare?

Medicare provides health insurance for retirees, but it doesn’t cover everything. In fact, there’s a lot that Medicare does not cover, and many of these are health care costs that can consume a nest egg. Here are the top five healthcare costs that should be part of your retirement preparations: Medicare and Long Term Care […]

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IRS and Treasury Announce Intent to Issue Regulations: State and Local Income Taxes Will be Deductible for Businesses Structured as Passthrough Entities

Anyone who owns rental property and has not yet re-structured ownership into a passthrough entity now has another reason to make this change. We encourage you to call our office to get this done before year’s end to make the most out of this opportunity from the Treasury and the IRS. The $10,000 limit on […]

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