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Monday, October 31, 2022

Common Estate and Tax Planning Issues

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Over the years, I have reviewed many individuals’ financial affairs. Most people have their affairs somewhat in order, but there are typica...
Tuesday, October 4, 2022

Explaining Your Estate to your Spouse and Future Steps to Settle the Estate

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Two weeks ago, I discussed the importance of documenting and explaining your estate to your spouse (and also possibly your executors). I n...
Monday, September 19, 2022

Documenting and Explaining Your Estate to your Spouse

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I hope everyone had a safe and enjoyable summer. Mine was pretty good except for the 5mm kidney stone that decided to come on down in mid-J...
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Monday, September 5, 2022

The Best of The Blunt Bean Counter - Are Accountants Really Truly Boring?

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This summer I am posting the "best of" The Blunt Bean Counter blog while I work on my golf game. Today, I am re-posting a June...
Monday, August 22, 2022

The Best of The Blunt Bean Counter - The Tax Benefits of Donating Stocks to Charities

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This summer I am re-posting the "best of" The Blunt Bean Counter blog while I work on my golf game (for some reason there seems t...
Monday, August 8, 2022

The Best of The Blunt Bean Counter - Inheriting the Cottage/Cabin/Chalet –The Great Estate Planning Challenge

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This summer I am re-posting the "best of" The Blunt Bean Counter blog while I work on my golf game. Today, I am posting a Novem...
Monday, July 25, 2022

The Best (Most read all-time) of The Blunt Bean Counter - Transferring Property Among Family Members - A Potential Income Tax Nightmare

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This summer I am posting the "best of" The Blunt Bean Counter while I work on my golf game. Today, I am re-posting my most read...