Personal Finance


05

Jan 2018

ScottHulse Attorneys to Speak at Annual Estate Planning Conference for Women

The Estate Planning Conference for Women provides an opportunity for women to empower themselves with knowledge on financial planning and estate planning. Attorneys, financial advisors, and a certified public accountant (CPA) will present on a variety of topics throughout this five session course, including the estate planning basics for wills, trusts, and incapacity planning documents; an explanation of the probate and administration process for a...

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01

Mar 2014

IRS Ruling Includes Estate Tax Exemption Portability Relief

ScottHulse Issues Guide to Ruling Which Includes Retroactive Benefits for Some Widows and Widowers   On January 27, 2014 the IRS announced a simplified procedure to provide retroactive tax relief to certain individuals whose spouses died after December 31, 2010 and before January 1, 2014. ScottHulse PC would like to make you aware of a window of opportunity for widows and widowers to take advantage...

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