Estate Planning

Making a couple’s investments work together

(June 2008) A wedding takes a lot of preparation — flowers, food, venue — but one type of planning that soon-to-be newlyweds often overlook is their finances. Many couples, especially if they’re getting hitched for the second time, come into the marriage with separate investment accounts and their own homes, so figuring out what to […]

By Bryan Borzykowski | June 3, 2008

5 min read

Tax matters when your client gets hitched

Pension income amount Disability amount, and Tuition, education, and textbook amounts (to a maximum of $5,000). Strategically combining credits Some credits based on receipted payments may be combined by spouses in order to maximize their tax credit value. A tax credit is available for medical expenses above a minimum threshold which is the lesser of […]

June 3, 2008

6 min read

More Wedding Planner stories

(June 2008) Over the years, has frequently covered the various financial issues surrounding marriage. Here are a few of the related stories we’ve written about in the past. Women not planning for the unexpected: Let’s face it; more men than women are responsible for the household finances. If life goes as planned, then great, […]

By Staff | June 3, 2008

2 min read