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Our Weekly Blog

How Will the Inflation Reduction Act Help Me? Thumbnail

How Will the Inflation Reduction Act Help Me?

Tax credits for energy related home improvements. – The bill includes a 30% tax credit for installing energy efficient windows, heat pumps, and newer appliances. There are tax credits for installing solar panels and up to $14,000 in rebates for upgrading to higher efficiency appliances.

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Avoiding a mess in your golden years Thumbnail

Avoiding a mess in your golden years

Having the proper documents and plans in place well in advance is one of the best ways to avoid big problems at a time when your family will likely be emotionally stressed about your declining health. An estate planning attorney can assist with identifying your needs and then crafting the appropriate documents to protect you and your family. Basic documents include a will, durable powers of attorney, and health care proxy. At a minimum you need these (one set each for couples) if not additional documents such as a revocable (living) trust or irrevocable trust.

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The new climate bill and what you can do Thumbnail

The new climate bill and what you can do

We are already seeing the effects of climate change with record-setting heat waves, out of control wildfires in Western US and around the world, deadly flash floods, devastating hurricanes, and rising sea levels which are threatening homeowner’s and our infrastructure. And this is just the beginning. In the future, these events are expected to intensify causing even more damage.

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Don’t Pay Taxes Twice  Thumbnail

Don’t Pay Taxes Twice

They can still make an IRA contribution, but they can’t deduct it. Since they already paid tax on the $6,000 (Maximum contribution limit if under age 50) they each put in their respective IRA’s, when they take the money out years later, they would only pay tax on anything above the $6,000 they each put in.

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