estate tax changes Archives

Estate Planning Basics

By John Nunan|2017-05-09T22:12:37+00:00August 12th, 2013|Categories: Personal Planning, Uncategorized|Tags: estate plan, estate planning, estate tax changes, family, finances, future, high net worth women, Mackey Advisors, worthwhile women|

When it comes to estate planning, women have unique concerns. The fact is women live longer than men. That’s important for several reasons. First, you’ll not only need your assets to last longer, but you’ll also need to plan for potential incapacities due to declining health. Second, it means that if your husband or significant other [...]

Critical Tax Updates

By Mackey Advisors|2012-11-27T15:49:56+00:00November 27th, 2012|Categories: Personal Planning, Uncategorized|Tags: captial gains tax, dependent care expenses, estate tax changes, family finances, finances, future, gift tax changes, itemized deductions, Mackey Advisors, Mackey McNeill, personal exemptions, student loan interest deduction, tax, tax brackets, tax planning, taxes|

We try to cover topics that are relevant and interesting to our clients, but sometimes we need to relay information that is very relevant, but not very interesting to people who don’t crunch numbers for a living. This is one of those articles that covers the upcoming changes to the tax code that is relevant to [...]

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