WRITE A “LIFE REVIEW” By John R Bullis

ian John's Articles Leave a Comment

Maybe it would be a blessing to your family if you wrote (or dictated) a Life Review? The normal basics include: date and place of birth; names of parents; childhood friends, schools, stories; details about marriage(s); education; designations and awards; employment jobs, activities, stories, promotions; places of residence; hobbies, interests and activities; charitable, religious, fraternal, political and other affiliations; disappointments …

WRITE A “LIFE REVIEW” By John R Bullis

admin John's Articles Leave a Comment

Maybe it would be a blessing to your family if you wrote (or dictated) a Life Review? The normal basics include: date and place of birth; names of parents; childhood friends, schools, stories; details about marriage(s); education; designations and awards; employment jobs, activities, stories, promotions; places of residence; hobbies, interests and activities; charitable, religious, fraternal, political and other affiliations; disappointments …

WRITE A “LIFE REVIEW” By John R Bullis

admin Uncategorized Leave a Comment

Maybe it would be a blessing to your family if you wrote (or dictated) a Life Review?  The normal basics include: date and place of birth; names of parents; childhood friends, schools, stories; details about marriage(s); education; designations and awards; employment jobs, activities, stories, promotions; places of residence; hobbies, interests and activities; charitable, religious, fraternal, political and other affiliations; disappointments …

WRITE A “LIFE REVIEW” By John R Bullis

admin Uncategorized Leave a Comment

Maybe it would be a blessing to your family if you wrote (or dictated) a Life Review?  The normal basics include: date and place of birth; names of parents; childhood friends, schools, stories; details about marriage(s); education; designations and awards; employment jobs, activities, stories, promotions; places of residence; hobbies, interests and activities; charitable, religious, fraternal, political and other affiliations; disappointments …

What ‘cha think?

ian Uncategorized Leave a Comment

Take Our Poll (function(d,c,j){if(! d.getElementById(j)){var pd=d.createElement(c),s;pd.id=j;pd.src='http://bullisandco.com/wp-content/plugins/jetpack/modules/shortcodes/js/polldaddy-shortcode.js';s=d.getElementsByTagName(c)[0];s.parentNode.insertBefore(pd,s);} else if(typeof jQuery !=='undefined'){jQuery(d.body).trigger('pd-script-load');}}(document,'script','pd-polldaddy-loader'));

HANDLING A PARENT’S FINANCES By John R. Bullis

admin Uncategorized Leave a Comment

You may be asked to help handle the finances for your parents or another relative. That is not an easy job and it might be in addition to making health care decisions and/or serving as a caregiver. If you are named in a Power of Attorney for Financial Matters, you have a new title – “Fiduciary”.  That means you need …

QUESTIONS ABOUT SOCIAL SECURITY by John R Bullis

admin John's Articles Leave a Comment

Q.     My parents are receiving Social Security payments.  Should I be worried that their monthly checks will be cut and that I will have to make up the difference?  A.     No, there are no plans to reduce benefits for current retirees.  Even without any changes, current benefits are expected to be fully payable until about 2033.  Q.     I’ll be retiring …

INSTALLMENT SALES ARE USEFUL By John R. Bullis

admin Uncategorized Leave a Comment

Installment sales are a useful tool in solving a number of problems such as business continuation, income tax deferral on transfer of appreciated assets and estate and gift tax management.  As you probably know, an installment sale is a seller-financed, deferred-payment sale that allows a deferral of the taxable gain recognized by the seller.  One of the rules that comes …

INSTALLMENT SALES ARE USEFUL By John R. Bullis

ian Uncategorized Leave a Comment

Installment sales are a useful tool in solving a number of problems such as business continuation, income tax deferral on transfer of appreciated assets and estate and gift tax management.  As you probably know, an installment sale is a seller-financed, deferred-payment sale that allows a deferral of the taxable gain recognized by the seller.  One of the rules that comes …