by Judy DeBiase | Jun 13, 2019 | Uncategorized
You’ve probably seen or heard ads urging you to donate your car to charity. “Make a difference and receive tax savings,” one organization states. But donating a vehicle may not result in a big tax deduction — or any deduction at all. Trade in, sell or donate? Let’s...
by Judy DeBiase | May 28, 2019 | Uncategorized
Protecting assets from creditors is a critical aspect of estate planning, but you need to think about more than just your own creditors: You also need to consider your heirs’ creditors. Adding spendthrift language to a trust benefiting your heirs can help safeguard...
by Judy DeBiase | May 28, 2019 | Uncategorized
There are many ways for employers to conduct annual performance reviews. So many, in fact, that owners of small to midsize businesses may find the prospect of implementing a state-of-the-art review process overwhelming. The simple truth is that smaller companies may...
by Judy DeBiase | May 27, 2019 | Uncategorized
Due to the massive changes in the Tax Cuts and Jobs Act (TCJA), the 2019 filing season resulted in surprises. Some filers who have gotten a refund in past years wound up owing money. The IRS reports that the number of refunds paid this year is down from last year —...
by Judy DeBiase | Mar 15, 2019 | Uncategorized
No matter how much effort you’ve invested in designing your estate plan, your will, trusts, and other official documents may not be enough. Consider creating a “road map” — an informal letter or other documents that guide your family to understand and execute your...
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