IRS Increases Annual Gifting Exclusion for 2013

The Internal Revenue Service recently published various inflation based adjustments.  Among the two dozen tax provisions affected was the Annual Gift Exclusion amount.  The amount you can gift to someone has increased from $13,000 in 2012 to $14,000 in 2014. What is the Annual Gift Exclusion Amount? In the United States a person with interests/assets… Continue Reading

If You are an Employee Your Right to Complain is Limited

It has been way too long since I got some emotions out on this blog.  It took a lot out of me but I purposefully kept away from the election topic (other than some arguing on twitter) because I was so disillusioned with the two candidates.  But with recent stories like Workers Complaing that Target… Continue Reading

Keeping Up with the Jones': Holiday Gift Giving Style

Each year, the holiday music is played earlier and the Christmas displays at the stores go out earlier.  This year I found a radio station that began playing all holiday music on November 1st, and Costco put out holiday displays at the end of August. Why the rush to promote the holidays? Because it is… Continue Reading

Important People You Need to Name When Estate Planning

Most people think about the flow of their assets when they think “estate planning” and while gifting, trusts, and taxes are obviously important I have found that there is something that takes precedence for most younger families and that is the naming of your Executor, Trustee and Guardian. Firms such as Estate Planning Attorney San Diego… Continue Reading

My 31st Birthday Post

I don’t remember writing birthday posts but when I searched my site  couldn’t believe I had written one every year since I was 27!  I thought it would be fun to read those posts back and see what was my focus and how it has changed over the past few years.  I had the foresight… Continue Reading