SSWBN – About The Law, February 2012
Crocuses, Daffodils, Tulips … Tax Planning and Estate Planning
Sooner rather than later, the crocuses, daffodils and tulips will pop. Then comes the Tax Man. Whether you do taxes yourself or use an accountant, talk to a professional about your assets.
Do not forget interest rates on mortgages are at historic lows. We have referral sources that give great deals to our clients.
This is a great time to look at your estate plan. Over the past few years many things have happened in your life or in the lives of your family that necessitate reviewing and modifying your wills, …
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SSWBN – About The Law, January 2012
- Barry Gordon
2012
A new year, a good time to get your legal house in order.
Here is a simple checklist:
- Prepare an estate plan, complete with wills, trusts, powers of attorneys and healthcare proxy. This is especially important if you are divorced or newly married.
- Prepare a succession plan for your business.
- Protect your non business assets.
- Talk with your parents about estate and Medicaid planning.
Make three plans for yourself and your family to address each of these issues: a plan for this
week, one for this month, and one for this year.
Make certain that everyone who …
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SSWBN – About the Law, December 2011
‘BREAKFAST WITH BARRY’ FEATURES FREE NEW YEAR PLANNING
Everyone promises to make New Year’s resolutions. Everyone promises to do better. So to make the most of your resolutions and promises, here are my suggestions based on my experience as a practicing attorney since 1969:
- Shed people who bring nothing positive to your life.
- Shed bad habits, slowly and deliberately. Do not overpromise yourself.
- Find professionals who can help you preserve and grow your business.
- Get second opinion.
- Tell the professionals whom you work with what you like about the service they provide, and what can be fixed.
- Stop obsessing about what
SSWBN – About the Law, November 2011
Twenty Years and Counting
Well, I was not there at the beginning of SSWBN — but as soon as the door opened I entered. The people I have met are among the most hardworking I know.
My good friend and insurance agent, the late Joan Ryder, and I had been having a friendly and fascinating discussion that sounded like: “So why can’t men join? It’s not fair. I want your business and you want mine.”
To the best of my knowledge only one woman left because I entered the forbidden kingdom of SSWBN !
Through the good times, and they …
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SSWBN – About The Law, October 2011
Planning for 2012
In case you have not heard, mortgage rates are lower than they have ever been … well,
for at least as far back as I can remember. Refinancing, assuming you qualify,
is a no-brainer. Call Barry Gordon for a referral.
Additionally, if you have decided that you cannot afford to keep your home, and you want to toss in the towel, 2011 is the last time you will not be taxed on mortgage
forgiveness. This tax break will be eliminated as current law stands. Call Barry Gordon for advice.
The homestead laws have changed, and for anyone who …
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