There's Still Time to Make an IRA Contribution

The deadline for making contributions to your IRA is April 18.  

Read this article to understand the eligibility and qualifying rules. 

Read IRA Contribution.

Related Article: Tax Benefits of Traditional and Roth IRAs

Tax Limits Revised for 2022

To date the Build Back Better Act that promised tax law changes has yet to be passed by Congress.  However, tax figures are adjusted annually for inflation. 

Read Tax Limits.

Avoiding Probate for Real Estate Owned in Multiple States

When it comes to owning real estate in multiple states, you may want to consider an revocable trust to the avoid probate at the

time of death. 

Read Avoid Probate.

Tax Liability of Gifting Hard-to-Value Assets

Take advantage of the limited federal gift and estate tax exemption by transferring hard to value assets as a defined-value gifts, careful planning and consideration are required to avoid unplanned tax liabilities.

Read Gifting Assets.

Focus: Estate Planning