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Planning for Life
February 2010
This Month’s Articles:

With Senate Democrats unable to persuade Republicans to extend the 2009 estate tax law for even a couple of months until a more permanent solution could be devised, there is currently no tax on the estates of those dying during 2010.
April 15th is approaching and it is time to begin crossing T’s and dotting I’s in preparation for paying taxes. As tax time draws near, you want to make sure you file all the proper forms and take all deductions you’re entitled to.
Becoming a caregiver for an elderly loved one can be an overwhelming experience. This revised and updated edition of this practical guide helps caregivers organize and manage all the tasks involved in eldercare.
Now that 2010 has arrived, people whose incomes were previously too high to permit them to rollover a traditional IRA to a Roth IRA are calling their investment houses about making conversions.
When planning a funeral, the expenses can add up quickly. The average funeral costs about $7,300, but there are several ways to save on funeral expenses.

Planning for Life is a monthly e-newsletter that brings you reports of legal developments and other trends of vital interest to our clients and their families. This newsletter is brought to you by Jensen Law Office, PLLC
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Disclaimer: The information contained in this newsletter is not intended as legal advice and should not be relied upon to answer any specific questions concerning your own circumstances or for purposes of legal planning. For specific legal advice, please contact our offices.