Tag Archives: accountant

End-of-life Planning

Posted on September 22, 2021 by msw blog

Do your parents have a storage unit? What’s your aunt’s Facebook password? Where does your sister keep her diaries? These may seem like minor concerns—but when a loved one becomes terminally ill or dies, knowing those simple details can take … Continue reading →

Posted in Reading | Tagged accountant, advance directive, Advanced planning, assets, communication, death, Detective, End-of-life Planning, family, Good to Go, Grief, guardian, hard conversations, health care proxy, heirs, house cleaning, illness, lawyer, love, marriage, power of attorney, realationship, realationships, revocable trust, saying good bye | 2 Comments

Charitable Tax Tips

Posted on May 6, 2020 by msw blog

Get it in writing : Ask for an itemized receipt for any donation of money or goods, even if the amounts to less than the IRS $250 threshold. if your noncash donation is worth more than $500, you have to … Continue reading →

Posted in Charity | Tagged accountant, allowance, appraisal, Budgeting, donation, duty, finances, financial values, Government, IRS, itemized receipt, life lessons, money management, receipts, research, taxes | Leave a comment

Tag Archives: accountant

End-of-life Planning

Charitable Tax Tips

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