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Ten Questions That You Should Ask Prior to Purchasing a
Stock |
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The first thing that you should understand is how the
company earns money. Just because everyone else is
buying the stock and the price has run up tremendously
does not mean that you should also be jumping on the
band wagon. I suggest that you review the annual report
to see the statement of cash flow.
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How to be a "Tax-Conscious" Investor |
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Uncle Sam wants you paying taxes on what you earn from
your investments. But there is a difference between the
need to pay tax and paying more than your fair share. By
being "tax conscious" as you consider your investment
choices, it is possible to lower the overall amount of
tax that you will have to pay.
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Top 10 Reasons You Need a Trust |
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Your trust document contains your instructions for
managing your assets, and the use of your funds in the
event of your death or incapacity. Even when you are
unable to handle your own affairs, you make sure they
are handled the way you want. And while you are able,
you still have full control to buy, use, spend, or even
give away your property as you determine.
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IRS Circular 230 disclosure: To ensure
compliance with requirements imposed by the
IRS, we inform you that any U.S. federal tax
advice contained in this document is not
intended or written to be used, and cannot
be used, for the purpose of (i) avoiding
penalties under the Internal Revenue Code or
(ii) promoting, marketing or recommending to
another party any transaction or matter that
is contained in this document.
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Updating Your Estate Plan
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It's a good idea to update your estate plan every few
years or after the occurrence of significant life events
such as marriage, divorce, the birth of a child, or
adoption. Even if you haven't experienced any of these
events since you last updated your estate plan, there
may have been changes in tax laws or changes in your
financial situation that necessitate a reevaluation of
your estate plan.
Your desires as far as how your property will be
distributed are likely to change over the years,
especially as certain events occur in your life. For
example, if you get a divorce, you probably don't want
to make the same bequest to your former spouse as you
did when you were married. In some states, provisions
regarding an ex spouse in your will can be disregarded,
and the remaining portions of your will followed. In
other states a will that is created prior to a divorce
will be deemed invalid after the divorce.
Read On... |
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