Complimentary Stuff For Clients

You save tax dollars when you maximize your charitable deductions. How much can you deduct for the used goods you give to charity? The IRS allows you to deduct up to the fair market value of an item--that is, the price it would sell for in a thrift shop. The quality of the item when new, as well as its age and present condition, must be taken into account and may make the item worth more or less. So YOU think a fair non-cash charitable contribution for the old blue jeans that you’ve mysteriously outgrown should be worth at least half of the $80 that you paid for them. THINK AGAIN. If you don’t want to scout out thrift stores and garage sales to determine the fair market value of men’s, ladies’, and children’s clothing; tools and garden equipment; sporting goods; and furniture/appliances, we have some guidelines for you. The list is yours, with our compliments. CLICK HERE or stop by the office and pick one up--"Non-Cash Donations Worksheet." (Valuation ranges in worksheet obtained from Salvation Army Website)

No ones’s sticking their nose in my personal business... unless your loved ones have to due to your incapacitating illness or death. The 47-page booklet/workbook, "The Family Love Letter: Information for a Time of Confusion," can give you reassurance knowing you have left behind the basic information your family needs at this emotional time.

What accounts do you hold? What properties do you own? What are your account numbers, user ID’s, passwords, etc.? What bills do you owe? What income do you receive? Who is your attorney, financial advisor, and tax preparer? Where are the insurance policies and how are the premiums paid? Do you have a will, a health or financial power of attorney?

These are some of the topics covered in this booklet. We are offering it with no obligation to our current financial planning clients. Just stop by the office to pick up your copy.