Over the past five months, there have been some major changes to the tax code that could impact the amount you pay and how effectively you use the money in your Thrift Savings Plan, if at all.
In addition to upending virtually all aspects of our personal lives — health, safety, socialization — the coronavirus and reaction to it have forced millions of people to rethink plans for the future.
Along with the coronavirus, a sense of mortality is in the air these days. That means tax attorney and estate planner Tom O’Rourke’s voicemail is full, as clients, sometimes in a panic, check in with him, in case they check out.
Nobody likes to think about dying. But it happens and if you don’t do some advance planning it can cause even more longer lasting pain and grief.
Tom O’Rourke, an estate/tax attorney in the Washington D.C. area, says many people have estates but don’t realize it.
Washington, D.C. area tax and estate attorney Tom O’Rourke has tips for finding out the state of your estate, and planning for the future.
Because of the 2017 tax law, many were surprised to learn that it no longer paid to itemize deductions that had been important in the past.
No matter how humble your salary, job, habits and possessions you have an estate.
Have you had your professional mid-life crisis yet? If not, this might be a good time to get it over with.
Insight by NITP, Inc. July 15, 2019 – Host Bob Leins, CPA® welcomes Marc Levine, Esquire of Handler & Levine, LLC. Who will you choose to handle your final personal affairs? Guardians, trustees, executors, powers of…