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 
Tax Saving Tip for Surviving Spouse or Senior Couple
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 REVOCABLE TRUSTS AND TAXES
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 