Personal Records Retention Policies
Good recordkeeping can make your life easier. While record retention policies are often geared towards businesses, your personal files should also be kept safe and well organized. When creating your retention policy, you should consider state and federal statutes of... Read More →
What Happens When You Work While Receiving Social Security?
Whether out of choice or necessity, it is becoming increasingly common for individuals to work past their full retirement age. Electing to receive Social Security payments while working can reduce the benefits you receive: to what degree, depends on your... Read More →
No longer the tail wagging the dog – but tax-wise estate planning is still important in 2014
Stephen C. Rhudy, Partner at Walker Lambe Rhudy Costley & Gill, PLLC Since the introduction of an unlimited marital deduction in 1981, coupled with higher estate tax exemption amounts, which later got even higher, probably every competent estate planner could... Read More →