Checklist for the Sandwich Generation by: Lynne Davies
I am a member of the “sandwich generation.” I, like many of you, have taken care of an ill or aging parent while trying to raise children and keep life on an even keel. ... read article
2013 FEB
Wills and Payable on Death Designations by: Andrew Heideman
Should I utilize my $5 million gift tax exclusion? by: Johnny N. Helenbolt & Andrew Heideman
In December of 2010, a last minute deal in Congress concerning the estate and gift taxes increased the gift tax exemption to $5 million. ... read article
2012 JUN
Social Security Benefit Options by: Johnny N. Helenbolt & Andrew Heideman
Social Security benefits are a mystery to many people, including those who are currently
receiving Social Security. This article is designed to address your Social Security options. ... read article
2012 FEB
“Estate” Hangups by: Lynne Davies
I’m not crazy about the term “Estate Planning”. I think it’s very misleading. ... read article
2011 NOV
Estate Planning for Children of a Marriage by: Andrew Heideman
Reducing estate taxes through use of qualified personal residence trust by: Johnny N. Helenbolt
In the 1980's, many estate planners were utilizing estate freeze techniques to reduce
estate taxes for their clients. An estate freeze is a device in which the taxpayer would retain the income from a ... read article
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