Risks of Joint Ownership

Posted by Chris Wendland | Sep 08, 2017 | 0 Comments

People often consider joint ownership of assets as a convenience for getting help in managing their money (e.g., having an adult child as joint owner) or maybe as a way to avoid probate of their estate. These are real benefits, but there are risks that should be considered before setting up joint...

Making a Financial Gift - How Does Gift Tax Work

Posted by Chris Wendland | Dec 22, 2016 | 0 Comments

Whether it is Christmas or another occasion, you can make financial gifts to anyone by keeping a few simple rules in mind.  Note that these rules apply for gifts to other people, not to charitable gifts. According to IRS guidelines, in 2016 you can gift up to $14,000 (annual gift tax exclusion...

An Ounce of Prevention

Posted by Chris Wendland | Nov 30, 2016 | 0 Comments

When thinking about estate planning, most people think of wills, trusts and other safeguards for handling affairs after death.  But what if you find yourself in a situation where you're living but not able to care for yourself?   Having arrangements in place for your family when you are gone is i...

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