Archive for the ‘Lower Taxes’ Category

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leave your money to the people you love NOT Uncle Sam

posted by Josh Jalinski on Jul 24, 2010

That’s me with my gorgeous wife, Bethie. I put this pic up to remind you to use vehicles in your retirement that will enable you to leave your money to the people you love and the causes you love — not to Uncle Sam.

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can I gift bonds to charity and not pay tax?

posted by jalinski on Jul 19, 2010

I got a good question from a prospective client today and I thought I would share it with my blog: Can you gift bonds to charity and not pay tax on the interest? Click below to find out the answer.

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Guess this celebrity!

posted by Josh Jalinski on Jul 17, 2010

Guess this celebrity! He was 42 when died on August 16, 1977 from a drug overdose in Memphis TN.  He wanted to leave most of his money to his daughter, but Uncle Sam took over 73% of his estate in taxes.  Who is this Celebrity?  Elvis Presley.  If you would like your loved ones to [...]

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