Tax Saving Tip for Surviving Spouse or Senior Couple

couple photo DS Qualified Charitable Distribution (QCD) – a tax savings tip for income tax savings Case study #1: “Jane”, a surviving spouse over the age of 70 ½, receives annual Required Minimum Distributions (RMDs) from the IRAs her husband left naming her Read More


Karen S. Hindson Georgia and South Carolina estate planning clients frequently ask whether creating a revocable trust saves income tax or estate tax.  The answer is that generally, revocable trusts do not avoid income or estate taxes.  Here are some of the rules Read More

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