We're Still Here! Sensible Precautions We hope you and your family are taking care and following recommended precautions and guidelines during these unprecedented times. We have had a number of … [Read more...]
Will Mom Have to File a North Carolina Tax Return?
CAUTION: This column was first written in 2016 and has been updated for 2019. You may reader comments below from earlier years. In another article we looked at whether Mom needed to file a … [Read more...]
Could These Facts Help You Avoid Filing A Federal Tax Return?
CAUTION: This column was first written in 2016 and has been updated for 2019. You may reader comments below from earlier years. Mom (who is 70) is on Social Security and worked part time at Burt’s … [Read more...]
How Much Can You Earn Without Paying Taxes On Social Security?
CAUTION: This column was written in 2016 and has been updated for 2019. You may reader comments below from earlier years. In another post I discussed how much someone can earn without having to file … [Read more...]
Living Trusts versus Wills: Which Is Better?
Answer: It Depends Recently a client asked me for my thoughts on Wills versus trusts. Wouldn't she have been surprised if I answered, "I really don't have any; whatever the client feels like." Of … [Read more...]
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