Did You Know??

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DID YOU KNOW??
Estate Planning is not just for the wealthy. Recent legislation made important changes concerning transfer taxes and other matters related to estate planning. The legislation does NOT provide for the elimination of the estate tax. In short, millions still have wealth sufficient to create a taxable estate. People tend to be wealthier than they think.

DID YOU KNOW??
A will is perhaps the single most important document you can own, although more than half of all Americans die without one. Nearly a quarter of Americans age 65 and above have NOT created a will.

DID YOU KNOW??
Some of the advantages of having a will include the opportunity to name a guardian for your minor children. Without a will, the court will appoint someone to care for your minor children. (usually a child protection agency, NOT your family).

DID YOU KNOW??
Most Americans are optimistic about their financial futures. The reality is that nearly 4 in 10 Americans say they live paycheck to paycheck.

DID YOU KNOW??
New IRS Rules! No longer will the IRS accept “guesstimates” on the value of bags of used clothing given to Goodwill, changed dropped in the Salvation Army bucket or the church collection plate or other small donations. Instead, taxpayers will now be required to document their giving in all shapes and sizes, from used cars to used clothing.