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November 2013
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The Payoff in Waiting to Collect Social Security

From the New York Times – November 15, 2013 If an insurance salesman offered a product with a guaranteed income of nearly 7 percent for life, it would be foolish not to question whether it was too good to be true.   But the fact is, such a product exists.   And it’s “on sale” right now, Read More

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IRS Raises Limit On Tax-Free Lifetime Gifts The IRS has raised the limit on tax-free lifetime gifts to $5.34 Million per person.   READ MORE HERE 

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If You Don’t File, Beware the Ghost Return

From the New York Times – if you don’t file an income tax return, the IRS may file one for you – and you probably won’t like it READ MORE HERE

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  • "Ms. Wall has been of great assistance in competently preparing our family trusts and assisting with all matters pertaining to the recent death of my mother in law. She is the best example of the professionalism and care for clients who characterizes a great attorney and counselor."  -LN

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