Tis the Season for Open Enrollment. How Does this Affect Your Estate Planning?

This time of year, around the end of October or beginning of November you may receive information from your employer about all the benefits offered by your employer. These types of benefits may include many different things from retirement accounts to health care, dental, and vision, to disability plans (long and short term). How much is paid for by your employer is different from employer to employer too. Some offer to pay full benefits and have retirement matching programs, while others may require you to pay all or a portion of the benefits. This can make planning your benefits a bit daunting. What to Think About Your employer may offer many different types of retirement packages: 401(k),

2019 Taxes are Just around the Corner

The end of 2019 is fast approaching, and it is time to look at a few key things that effect your taxes before it is too late. Get prepared now to set yourself up for as painless as possible tax filing in the new year and possible tax savings. Use Tax Saving Strategies to Your Advantage There are many opportunities in tax-deferred investment strategies, charitable gifting, and tax advantaged investments. Make sure that you meet with two very important professionals before it is too late: Certified Public Accountant (of course) and your financial advisor. You may do well to sit down with a tax attorney or estate planning attorney as well. Keep in mind that much of the cost of consulting with t

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Nothing contained herein should be considered legal advice.


Note: In accordance with Section 528(b)(2) of the United States Bankruptcy Code, readers of this message are advised that THE ASHCRAFT FIRM is a DEBT RELIEF AGENCY whose services may include helping people file for relief under the Bankruptcy Code.


IRS Circular 230 Disclosure: To ensure compliance with IRS's requirements, please be advised that any tax advice contained in this communication (including any attachments) is not intended or written to be used or relied upon, and cannot be used or relied upon, 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 addressed herein.