Category Archives: Tax

Marks of the Ideal Trustee

How many people even give the duties of a trustee any thought when they are choosing who they will designate to serve in that capacity?  A trustee’s role is a complex mix of duties, responsibilities and potential liabilities, and in spite of … Continue reading

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What do you do when you lose a spouse?

The loss of a spouse can be very traumatic to the survivor in many ways.  When the spouse who passes away is also the one spouse who took care of the couples’ finances, the death can be even more troubling.  … Continue reading

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Safeguarding Tax Records

The IRS issued Tax Tips on June 11, 2012, containing advice on how to protect your tax records.  You should consider those same tips when thinking about how best to protect your other important documents.  Following is from the IRS. … Continue reading

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