In review, here are the five Blog Posts from this past week for your convenience. I welcome your feed back regarding any of these posts and your input regarding any of these areas of practice which you would like for me to address.
Estate Planning For The Family Vacation Home – especially if you are from Overland Park, KS
Should it be maintained for close relatives? Will the next generation use it together or separately? Is it the site of family reunions? If not, will it be available to friends or even renters?
Versatility of Roth IRAs in Overland Park, KS
Use this versatile account to get tax-free income and a whole lot more.
Estate Planning: More Than A Tax Evader in Overland Park, KS
Money and taxes aside, here are 7 good reasons you need an estate plan …
Early Inheritance Requests From Entrepreneurs in Overland Park, KS
Two years ago, Mr. Harris couldn't scrape together enough funds to start a business that delivered healthy meals. So, he decided to approach his mother for an early bequest. The money would be coming to him anyway, he figured, and she would be able to see him put the cash to good use.
Charitable Trusts Are Desirable In Regards To Capital Gains in Overland Park, KS
Don’t be surprised if your CPA or financial planner starts babbling acronyms: CRUT, CRAT, NICRUT, NIMCRUT, Flip CRUT.
Hear him out. The higher federal tax rates that kicked in this year have given all these variants of the four-decade-old charitable remainder trust new appeal for upper-income folks.
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