The Georgia Department of Community Health announced that it would begin implementing the Medicaid Estate Recovery Program in May 2006. Under this program, funds are recovered from the estate of the individual who received services, after the member’s death, for Read More

Mileage Rates for 2012 – Tax Deduction

Part of estate planning is making sure you have an estate to plan!  This means making a habit being intentional about your daily financial spending, money management, and recordkeeping. You are probably aware that you can deduct mileage on your federal Read More

Roth IRA Income Limits for 2012

Roth IRAs can be an important tool for your financial and estate plan.  Most people know that there are income limits for  making Roth IRA contributions.  But what are the limits? For 2012, the AGI – Adjusted Gross Income – limit Read More

Estate Planning – Save Taxes and Increase Your Estate in 2012

It’s time for New Years’ Resolutions!   Making the most of your current income and saving on income taxes can help you maximize your estate.  This is an important part of estate planning. I often read that it can be smart Read More

Tax Tip re Mileage Deduction

A friend who is a CPA suggests that everyone take a dated cell phone picture of their car odometer on January 1st of each year.  While there is no case law supporting this as documentation, it might come in handy if Read More

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