posts by admin - 10/22 - Beacon Hill Investment Advisory, LLC

August – Month in Review

The last-minute resolution of the debt ceiling debate couldn’t prevent Standard & Poor’s downgrade of the U.S. credit rating (and ratings of various agencies linked to the federal government) from an impeccable AAA to AA+. Two other agencies maintained their existing ratings, but said they will be watching to see what further measures are taken …

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How do I include my cyber assets in my estate plan?

Your cyber (or digital) assets may have sentimental and/or economic value, and you should consider including them in your estate plan. Here’s how: Identify your cyber assets. They include (a) domain names, websites, and blogs, (b) photos, videos, and documents stored on sharing sites such as Flickr, YouTube, and Google Docs, (c) e-mail accounts, (d) …

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What happens to my online accounts when I die?

These days, using a personal computer is just a normal part of life. You may have e-mail or online accounts that require a password, or you may have pictures, videos, or documents stored online or on your hard drive. You may even maintain a blog or website. Like your physical assets, these “digital” or “cyber” …

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The Spousal IRA Rule

Generally, you can contribute up to $5,000 to an IRA in 2011 ($6,000 if you’ll be age 50 or older by the end of the year), as long as you have taxable compensation at least equal to the amount of your IRA contribution. But what if you have little or no taxable compensation for the …

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Portability of Basic Exclusion Amount between Spouses

Transfers of property during life or at death are generally subject to federal gift or estate taxes. Each taxpayer has an applicable exclusion amount, which is the amount of property that can be sheltered from federal gift and estate taxes by the unified credit. Prior to 2011, each spouse was entitled to his or her …

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