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Thursday December 18, 2014

News

Personal Planner - Living Trust - Life and Death Decisions
Living Trust - Life and Death Decisions
In discussing your living trust with your attorney, there are several very important decisions for you to consider. Some of your decisions affect the management of property...
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Savvy Living - Who Should Be Screened for Lung Cancer?
Who Should Be Screened for Lung Cancer?
What can you tell me about lung cancer screenings? My husband was a long-time smoker, but quit many years ago. I’m wondering if he should be checked out. The U.S....
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Washington News - IRA Rollover and Tax Extenders
IRA Rollover and Tax Extenders
Following House passage of the Tax Increase Prevention Act of 2014 (H.R. 5771), the bill moved to the Senate. While the Senate was originally expected to pass the bill in the week of December 8, the Senate did not take up the bill. This bill will extend 55 tax provisions through December 31, 2014. The provisions will be retroactive to January 1, 2014. There are four key charitable provisions in the bill. 1. IRA Charitable Rollover – Each IRA owner who is 70 1/2 or older may make a...
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