"In 2015, the Internal Revenue Service audited only 0.84% of all individual tax returns. So the odds are generally pretty low that your return will
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Tax Planning for New Parents
"Got a new bundle of joy in your household?" The key to tax breaks for your child is a Social Security number, says Kiplinger. Its
Don’t Kick Yourself Over Financial Mistakes!
"All I had to do was turn in the form to my HR department." Turning in financial forms is a pretty easy thing to do,
Talk to Your Senior Parents About Four Major Planning Topics
"Many people avoid dealing with the subject of senior caregiving until a crisis arises." According to The Ventura County Star in "Talk to aging parents
Take the Heat Off Your Kids with Estate Planning
"The value of a will, and of long-term care insurance, which can be a million dollar gift to your children and family members." What's the
A List of Must-Have Estate Planning Documents
"Why Now Is the Best Time to Plan" Millennials are not discussing end-of-life care with their parents. Nevertheless, to save your loved ones avoidable pain
This Just In: Estate Plans Need to Stay Up-to-Date
"Now that everyone has settled into the New Year, it is a perfect time to review and update your estate plan." Situations change and, as
A Life Change Means It’s Time for an Estate Planning Review
"Having an estate plan doesn't mean that the job of protecting your family's future (and present) ends." If you have an estate plan in place,
Don’t Leave it to Chance: Spell out Executor Fees in Your Will
"Even on so-called simple estates, executors typically earn their fees." A legal battle in New York shows an aspect of estate planning that often doesn't
Talk Money and Death with Your Kids
"There's always a reason not to have the talk." Money and death top the list of conversational taboos — especially among family — so a
Don’t Forget to Ask Your Doctor about Dementia
"Do you worry that forgetting names, or where you put your keys, might be a sign of impending dementia?" Researchers who reviewed federal government data
Beneficiary Designations an Important Part of Estate Planning
"For most people, this beneficiary designation is, in fact, their entire estate plan." When people think about estate planning, many don't remember the importance of