Archive - November 27, 2019

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2019 Year-End Tax Planning Tips & Traps
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7 Estate Planning Mistakes and How to Fix Them

2019 Year-End Tax Planning Tips & Traps

As the end of the year is fast approaching, we should consider any last-minute strategies that might help reduce your 2019 tax bill. Last year was the first year to be impacted by the Tax Cuts and Jobs Act of 2017 (TCJA). While there was plenty of clarifying guidance on application of the TCJA, there were was no significant new legislation in 2019 affecting individual taxes. But situations do change from year to year, thus requiring a fresh look at how to approach year-end tax planning. The following are strategies that may benefit you and that we should discuss before …

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7 Estate Planning Mistakes and How to Fix Them

Figuring out what you want to do with your stuff when you die is… well, complicated. Most of the time we sign a stack of papers at our attorney’s office and think we’re done. But it’s not that simple. Here are 7 estate planning mistakes and how to fix them. 1. Not updating the executor […] The post 7 Estate Planning Mistakes and How to Fix Them appeared first on Thinking Beyond Numbers | A Personal Finance Blog that Changes the Way You Think About Money!.… Read More

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