You love your children. You do not like to see them struggle or have a difficult time with life. Your parenting instincts kick in and you just want to help them out. You bail them out, again and again. But …
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To Gift Or Not To Gift
You have probably heard from family or friends that you can give up to $10,000 per year without having to report or pay tax on it. As is the case with most legal and tax advice you hear from family …
Reverse Mortgages
You have probably heard about reverse mortgages. But do you really know what they are the circumstances in which you would use them. There are several different types of reverse mortgages. Since it is reported that more than 99% of …
Interview Tips
A couple of weeks ago, I discussed resumes and what I, as an employer, have found that would make me more likely to interview a job applicant. If you recall, twice this year, I have gone through the hiring process, …
Sep Savvy Education Trusts
You are thinking about leaving something to the grandkids when you are gone. Or, you don’t have any children of your own and want to leave an inheritance to your nieces and nephews or great nieces and great nephews. However, …
Tax Deferred Exchanges
The real estate market is starting to pick up again. Prices are rising. You have decided to sell the rental or other business or investment property you have owned for years. You have been holding off selling because you have …
Tune Up Your Resume
You are looking for a job. You have sent your resume out to many prospective employers, but you are not getting a lot of responses. What should you do? Twice this year, I have gone through the process of reviewing …
Do You Need To Update EP
Last week we discussed updating your estate planning documents and some of the reasons you should update. As we also discussed, if you are over the age of 18, at a minimum, you should have a will, a financial power …
Hiring Caregivers In The Home
Last week we discussed family members coming in to take care of Mom or Dad in their home when they are unable to care for themselves. But what if you are the primary caregiver and can’t quit work to care …
Do Homework Before Hiring Family Caregivers
Last week, we talked about recognizing the need for assistance with caregiving. When Mom or Dad are no longer able to live on their own or maybe they just don’t want to live in their own home anymore, there are …