Act By June 1 to Save Property Taxes Many folks who are over age 65 or who are disabled may not know that they may be entitled to significant reductions in property taxes assessed against their … [Read more...]
2013 Taxpayer Relief? Does It Affect You?
Yesterday Congress passed, and President Obama signed, legislation averting for the time being a trip over the “Fiscal Cliff.” I say “for the time being” because the real slugfest is ahead during the … [Read more...]
Banish Annuity Confusion in 5 Minutes
The annuity guy dropped off the proposal and it has occurred to you that you don’t really know what an annuity is. Or Daddy is in an assisted living facility and the “veterans counselor” (annuity … [Read more...]
CASH-IN A BIG IRA AND PAY BIG MEDICARE PREMIUMS
What does cashing in an IRA, or perhaps converting to a Roth IRA, have to do with Medicare premiums? Maybe a lot . . . a lot of your money. Occasionally a person going into a nursing home may … [Read more...]
Total Return Trusts, Unitrusts and Power to Adjust
Robert A. Mason, CELA Originally published in The Will and the Way, NC Bar Ass’n (3/2003) Ch-ch-ch-ch-changesTurn and face the strange ch-ch-changesDon't want to be a richer … [Read more...]
