New Beginnings
It’s time to celebrate 2022 and new beginnings for 2023! You may want to take a few moments and write down your personal 2022 accomplishments and intention for your goals for 2023.
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Tax Secrets – Health Savings Accounts (HSAs)
By Susan M. Graham, Certified Elder Law Attorney, Senior Edge Legal, Idaho What is a “Health Savings Account” and why would you want one? [1] HSAs are tax-advantaged individual-owned accounts that let you save pre-tax dollars for future“qualified medical expenses.” You can invest the funds in interest bearing accounts or other investments such as mutual…
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Retirement Account Tax Traps
Did you know there are tax traps that exist with retirement accounts and beneficiary designations?
DetailsYou Have a 100% Guarantee – You Will Die
By Susan M. Graham, Certified Elder Law Attorney, Senior Edge Legal, Boise, Idaho Do you have a written plan to cover what happens to your family and property after your death? Less than fifty percent (50%) of those over age fifty-five (55) have a “Last Will and Testament”. Really? We all know everyone will die. There…
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