CAUTION: This column was written in 2016 and has been updated for 2018. You may reader comments below from earlier years. In another article we looked at whether Mom needed to file a federal … [Read more...]
Can You Take a Tax Deduction for Assisted Living Costs?
Mom is in an assisted living facility. Mom and Dad both receive Social Security (total is about $20,000). Dad receives a federal retirement system pension of $35,000. Because the assisted living … [Read more...]
Could These Facts Help You Avoid Filing A Federal Tax Return?
CAUTION: This column was written in 2016 and has been updated for 2018. You may reader comments below from earlier years. Mom (who is 70) is on Social Security and worked part time at Burt’s … [Read more...]
How Much Can You Earn Without Paying Taxes On Social Security?
CAUTION: This column was written in 2016 and has been updated for 2018. You may reader comments below from earlier years. In another post I discussed how much someone can earn without having to file … [Read more...]
Living Trusts versus Wills: Which Is Better?
Answer: It Depends Recently a client asked me for my thoughts on Wills versus trusts. Wouldn't she have been surprised if I answered, "I really don't have any; whatever the client feels like." Of … [Read more...]
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