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Expert Advice for a Georgia Resident's
Assets, Wills, Businesses, and Estates

An IRS-Approved Way to Cut your Required Minimum Distribution.

Wealth growth ( with Clipping Path )Chutes and Ladders comes to mind when you’re trying to figure out how much you must take out of your IRAs, etc. at age 70½ and after. If you land here, you slide to there and take that much out.  If you get here, you go down the chute to there and take something else.

But now there’s a ladder, an opportunity to let a significant part of your IRA keep growing. And it’s courtesy of IRS. [Read more…]

Charitable IRAs Are Back!

Over 70 ½? Once again you can deflect up to $100,000 to a charity, without paying tax on those dollars first. The charitable rollover can also be part of any Required Minimum Distribution you have to take.

The President signed the new tax act on Friday, and it resurrects this charitable move.

Call us or your CPA for more details.

31 Reasons Why Your LLC Needs an Operating Agreement

OAHow about 31 reasons to maximize the liability shield of your Limited Liability Company? They apply to every business, professional practice, and investment entity which holds stocks, real estate and anything else in the name of an LLC.

First, though, here’s why you want to consider these 31 reasons.

[Read more…]

Insurance, the Flying Toilet, and the Leaky Body.

Insurnace Claims picsInsurance companies get bum raps, and lots of people figure “If I file suit, they’ll come up with some money to just settle things.” But this doesn’t always happen, and an insurer isn’t going to roll over and play dead.  Sometimes, they’ll even have grounds to claim “Uh uh” and deny that the insured wasn’t covered for whatever happened.

And sometimes, the facts are bizarre, as in these two cases. [Read more…]

Questions are welcome.
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