by Kathryn A. Flanigan | Dec 4, 2014 | Estate Tax
Now that the holidays are here, many people are wondering how to complete their shopping without blowing their budget. Others are considering how to maximize their end-of-year charitable giving so that their tax bills will be manageable come April. With tax planning...
by Kathryn A. Flanigan | Nov 30, 2014 | Estate Planning
Tis the season to plan for the future. The holidays are a time for making tax-beneficial decision about money; particularly end of year bonuses that could mean the difference between one tax bracket and another. With that said, Roth IRA contributions will be made at...
by Kathryn A. Flanigan | Nov 22, 2014 | Estate Planning
For adult children, asking about a parents estate plan may be a taboo that they feel they should not approach. After all, asking about what ones part is in a will, or what is being left to them may make an adult child seem petty, opportunistic or downright greedy;...
by Kathryn A. Flanigan | Nov 14, 2014 | Estate Planning
To most people, estate planning may seem like an insurmountable task given the assets and property they have accumulated over the years. For others, they may feel as if they dont need an estate plan because they hardly have any assets. However, for people of any age,...
by Kathryn A. Flanigan | Nov 7, 2014 | Estate Planning
An important aspect of estate planning is the ability to pass ones values and convictions onto a waiting generation. This can be particularly important to those who feel that their children may squander their fortune if they give too much too soon. Moreover, they may...
