by Lommen Abdo | Jan 5, 2016 | Estates + Trusts, News
Are you required to take minimum distributions from your IRA but you don’t want or need the additional taxable income? Are you charitably inclined? On a temporary basis since 2006, IRA owners have had the ability to exclude up to $100,000 from gross income for...
by Lommen Abdo | Dec 4, 2015 | Estates + Trusts, News
Did you know having a well thought out estate plan can help build a solid foundation for your health? Especially if you’re 50 or older – there are guidelines to follow if you want to maintain a healthy lifestyle. Let’s take a look at a few of them…and the sooner the...
by Sara N. Wilson | Oct 21, 2015 | Estates + Trusts, News, Sara N. Wilson
Powers of Attorney and Trusts are two frequently used estate planning instruments. One of the most difficult decisions to make in relation to the drafting of a Power of Attorney or Trust as part of an estate plan is who shall handle your personal and financial...
by Lommen Abdo | Jan 30, 2015 | Estates + Trusts
In terms of estate planning news for 2015, you should be aware of several things: Federal Estate Tax When someone passes away, estate tax may be owed if the decedent dies with assets in excess of the estate tax exemption amount. The federal exemption amount for...
