Brian A. Raphan, Esq.
10 Really Good Reasons to Create an Estate Plan Now
Estate Planning is for everyone regardless of their net worth. Below are 10 prudent reasons to create an estate plan now.
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Brian A. Raphan, Esq.
- Jun 12, 2018
- 2 min
How to Protect an IRA From Heirs’ Creditors
When a person declares bankruptcy, an individual retirement account (IRA) is one of the assets that is beyond the reach of creditors, but...
Brian A. Raphan, Esq.
- Feb 14, 2018
- 3 min
Ooops! Did you choose the wrong executor?
You finally got around to making your Will. You deserve a sigh of relief. But did you choose the right executor? Or have you burdened an...
Brian A. Raphan, Esq.
- Dec 12, 2017
- 4 min
10 Really Good Year-End Tax Tips
Via By Maryalene LaPonsie, Contributor With the end of the year looming, the window is quickly closing for taxpayers who want to minimize...
Brian A. Raphan, Esq.
- Sep 6, 2017
- 2 min
Be Aware of the Kiddie Tax Before Leaving an IRA to Children
Grandparents may be tempted to leave an IRA to a grandchild because children have a low tax rate, but the “kiddie tax” could make doing...
Brian A. Raphan, Esq.
- Mar 16, 2017
- 3 min
5 Great Tax Deductions and Credits for Retirees
Via Tina Orem, Nerdwallet They say that with age comes wisdom. But with age also come a few tax perks. Once your birthday cake has 50...
Brian A. Raphan, Esq.
- Mar 7, 2017
- 3 min
8 Pretty Good Things For Seniors To Remember at Tax Time
Tax day, which is April 18th in 2017, is approaching and it is time to begin crossing T’s and dotting I’s in preparation for paying...
Brian A. Raphan, Esq.
- Aug 27, 2016
- 4 min
No will or estate plan? Big problem for you and your heirs
Estate planning isn’t just for the wealthy. Financial advisors say that most Americans can benefit from it. Read on and see how you can...
Brian A. Raphan, Esq.
- Mar 10, 2016
- 3 min
8 Things Seniors Should Remember at Tax Time
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,...
Brian A. Raphan, Esq.
- Dec 17, 2015
- 2 min
Life Events That May Have Tax Consequences for Seniors and Retirees
Many significant life events often come with a related tax consequence. Here are some issues that may be facing seniors and retirees with...
Brian A. Raphan, Esq.
- Apr 4, 2015
- 2 min
Free Tax Help & Filing for Low- and Middle-Income Taxpayers
The United States Internal Revenue Service (IRS) is sponsoring the largest free tax counseling and preparation program in the country,...
Brian A. Raphan, Esq.
- Mar 24, 2015
- 2 min
Tips for Seniors in Preparing their Taxes
As April 15th is around the corner, the IRS has these tips for seniors preparing their taxes:Embed from Getty Images Current research...
Brian A. Raphan, Esq.
- Jun 26, 2013
- 2 min
Lessen the Tax Burden of your Estate with a Properly Drafted Will
If you plan properly and have your plan reviewed periodically, you may lower or eliminate the tax burden on your estate and leave more to...