Tax Tips to Get the Most for your Return: A Secure Estate Plan

April 15th is rapidly approaching. If you have not already filed your individual taxes, get started! Don't succumb to the chaos of waiting until the last minute. The sooner you start and the more you know, the more likely you are to get money back.

With tax laws changing constantly, it is hard to keep up with what you can and cannot deduct each year. We are NOT accountants or financial advisors nor should this article be deemed financial advice, there are ways we can help. There are several things you can do to help save on taxes in 2014, which will in turn, help maximize the value of your estate in the long run:

#6 – Maximize your Retirement Account

#5 – Maximize Health Savings Accounts

#4 – Buy Health Insurance

#3 – Claim a Home Office Deduction

#2 – Deduct the Cost of Moving to your New Job

#1 – REVIEW YOUR ESTATE PLAN!!

Together, we can create a plan that best suits your needs. Noah B. Herbold is here to address your estate planning and tax concerns. To learn more, please email noah@ocestateplanning.net for information. It is important to have a knowledgeable lawyer by your side, to keep you informed, and help you make the best decisions regarding your estate. Our estate planning lawyers can help you avoid common pitfalls when establishing your estate plan, and make the process as painless as possible.

So plan ahead and call us today for your consultation. With Mortensen & Reinheimer, PC, at your side, together we can secure your estate for the future.

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Real People. Real Solutions.

Categories: Estate Planning, Family, Taxes
Internet Marketing Experts The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship.