Tax and Medical Benefits Available to Same-Sex Couples
A significant source of confusion arises from the fact that only a certain number of states allow for legal, same-sex couples to marry. Read more here.
Articles about Tax planning
Taking Your IRA Benefits in a Lump Sum Versus Remainder of Life Expectancy.
Choosing a lump sum versus remainder of life expectancy by making your trust beneficiary of your IRA, you can help provide for your family for generations.
Six Tips on How Revocable Living Trusts Are Taxed
When creating an estate plan, do not rule out a living trust due the fact that living trusts are taxed. In most cases, the IRS disregards the trust while you are alive.
Eight Facts about Estate Tax Returns and OC Administration
While implementing an estate in Orange County, the executor may need to file an estate tax return. View these eight helpful facts about filing estate tax returns.
Warns Against Taking the IRA in One Lump Sum
The three options they have to take the IRA are lump sum, 5 years, and remainder of life expectancy (but they cannot roll it into their IRA account).
When Not to Choose a Spouse as an IRA Beneficiary
I mentioned about why you would want to name the spouse as an IRA beneficiary. However, there are times when not to name your spouse is the right choice.