PPS Advisors Certified Financial Planner® Colette Frey-Bitzas concludes her interview with estate planning attorney, Linda M. Toga about the importance and misconceptions of Estate Planning in Part 2 of this informative two-part video series.
Tag Archives | Estate Tax
PPS Advisors Certified Financial Planner®, Colette Frey-Bitzas interviews estate planning attorney, Linda M. Toga about the importance and misconceptions of Estate Planning in Part One of a two-part video series.
photo credit: Daniel Hug Married couples may transfer real estate and personal property to a surviving spouse with no federal gift or estate tax consequences until the survivor dies. Marriage affects your finances in many ways, including your ability to build wealth, plan for retirement, plan your estate, and capitalize on tax and insurance-related benefits. […]
photo credit: 401kcalculator.org The 2012 standard deduction increases to $11,900 for married couples filing a joint return, $5,950 for singles and married individuals filing separately, and $8,700 for heads of household. Although most Americans will not have to worry about 2012 taxes until early 2013 when 2012 tax returns are due, self-employed individuals or anyone […]
About PPS Advisors
The PPS Advisors Team is led by Larry Passaretti, Managing Director. Larry has over 25 years of financial investment planning experience.
Have a Financial Question?
- DOMA Decision Impacts Same-sex Couples Planning June 28, 2013
- Strategies for Managing Volatility July 27, 2012
- 3 Keys to Financial Success: A Teacher’s Perspective on How to Save July 20, 2012