Do I Have To Pay Taxes During Retirement?

Do I Have To Pay Taxes During Retirement?

It is a common belief that one’s Social Security benefits (‘SS”) are provided tax-free.  Generally, that is true.  By there are exceptions. You may be surprised to learn that a portion of your Social Security benefits could be subject to federal income taxes.  We...
How Much Tax Do You Pay On Inheritance?

How Much Tax Do You Pay On Inheritance?

“The death of a loved one is always a difficult time. The last thing most people want when they’re grieving is to have to deal with the IRS and state tax officials.” Unfortunately, unless the person you love has an estate plan and has spoken with you...
Estate Planning for a Second Marriage and Blended Family

Estate Planning for a Second Marriage and Blended Family

Second (or third or fourth) marriages often require careful balancing between the needs of the surviving spouse and the needs of the children from a previous marriage. It takes a certain kind of courage to embark on new marriages after being married previously, even...
How Estate Tax Law Updates Could Impact Your New Year

How Estate Tax Law Updates Could Impact Your New Year

The new year brings a new outlook on life. As 2022 begins we have new resolutions, new hopes and we also have new tax rules. As the saying goes nothing is as definite as death and taxes. Understanding the new federal tax highlights for estate planning may be helpful...
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