Tuesday July 25, 2017
News
Your Family Letter - Memorial Services
A family letter is a key part of a good estate plan. It is much more personal than many of your estate documents. A family letter allows you to share your heart and show appreciation and gratitude to family members. During a time when family members are grieving, it also helps them to complete many practical steps to protect your property.
The family letter may have up to ten different sections. Each section will cover an important but separate topic.
Estate Data
Your estate organizer usually has four parts. It will explain the family names...MORE
Senate Pivots to Tax Reform
With the uncertain status of the health care debate, the Senate is now pivoting to potential tax reform. On July 18, the Senate Finance Committee held a hearing on tax reform.
Both Senate Finance Committee Chairman Orrin Hatch (R-UT) and Ranking Member Ron Wyden (D-OR) offered opening statements.
Hatch set forth the goals of tax reform as: "Fairness, efficiency, simplicity and American competiveness." He offered three reasons to move forward on tax reform. Hatch continued, "American families, individuals, and businesses collectively spend hundreds of billions of dollars a year—not to mention countless hours—simply trying to comply with the tax code. Tepid growth rates for the U.S....MORE
How to Find and Claim Your Family's Unclaimed Money
I've heard that there are free online search tools that can help people look for lost or forgotten money left behind by deceased relatives. Can you refer me? When my father passed away his financial...MORE
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