Jerry Jones CPA
Wouldn’t it be nice to have a CPA that you deal directly with, that understands your business, that works in all 50 states and is there for you when you need him?
“Working with Jerry has literally taken a load off my back. He explains what you can and cannot do with clarity and makes “year end” a painless concept and not the nightmare we are all expecting to face. Jerry truly listens to our problems and concerns and customizes a product to our needs. He has put us “in control” of our business. You can’t go wrong when Jerry has your back”!
Shirley & Jack S., Owner, Apex Grading

Wills vs. Trusts: A Quick & Simple Reference Guide

Confused about the differences between wills and trusts? If so, you’re not alone. While it’s
always wise to contact experts like us, it’s also important to understand the basics. Here’s a quick
and simple reference guide:

What Revocable Living Trusts Can Do – That Wills Can’t

  • Avoid a conservatorship and guardianship. A revocable living trust allows you to
    authorize your spouse, partner, child, or other trusted person to manage your assets
    should you become incapacitated and unable to manage your own affairs. Wills only
    become effective when you die, so they are useless in avoiding conservatorship and
    guardianship proceedings during your life.

  • Bypass probate. Property in a revocable living trust does not pass through probate.
    Property that passes using a will guarantees probate. The probate process, designed to
    wrap up a person’s affairs after satisfying outstanding debts, is public and can be costly
    and time consuming – sometimes taking years to resolve.

  • Maintain privacy after death. Wills are public documents; trusts are not. Anyone,
    including nosey neighbors, predators, and unscrupulous “charities” can discover the
    details of your estate if you have a will. Trusts allow you to maintain your family’s
    privacy after death.

  • Protect you from court challenges. Although court challenges to wills and trusts occur,
    attacking a trust is generally much harder than attacking a will because trust provisions
    are not made public.

Things to Remember when Considering Early Withdrawals from Retirement Plans

Many taxpayers may need to take out money early from their Individual Retirement Account or retirement plan. Doing so, however, can trigger an additional tax on early withdrawals. They would owe this tax on top of other income tax they may have to pay. Here are a few key points to know:

stress agining parent estate planningNothing Prepares You for Being the Daughter of Ageing Parents

There are classes for the mothers of babies, but there’s no helping with your mum and dad growing old

Old people’s wards are hell for old people. Geriatric wards are bedlam, bonkers, bananas. A toothless woman screaming when left alone, a cry that reaches the high hospital ceiling. A woman effing and blinding – the polite curtain will not protect her from the indignity of a nappy change. A woman who lives the same moment in repeat, dressed up for going home in a bright red anorak, over the dressing gown, asking for the key to her house, saying over and over: “Am I going home today?” Or a woman who shouts at the nurses: “Stop treating me like a plate of mince.”

Earlier this year, my parents both ended up in hospital at around the same time and the cause was the same thing. Antibiotics. Or rather, dehydration caused by antibiotics. My mum was first; she was so dehydrated she was having visions. Antibiotics revolutionized the treatment of bacterial infections in the 20th century – but for old people they can dry the kidneys, give them fever, nausea, nerve damage and affect their balance.

Remedies are dear, and sometimes people cannot buy the remedies they need. What points families think when they plan to get some medicines? For instance Antibiotics are used to treat bacterial infections, such as certain ear infections. It works by killing the bacteria causing the infection. Cialis is the best-known remedy for helping men to sustain an erection. Many patients think about http://isviagraoverthecounter.com/over-the-counter-asthma-inhaler.html. For all one knows you know about Matters, like , are coupled a lot of types of soundness problems. Many perchance say the forcefulness of Cialis is well documented. Unhealthy lifestyle choices, stress, some diseases, and some medicaments can reduce your libido. Depression affects all aspects of existence including sex drive. Some patients using this medicament as a rule do not have potentially serious side effects to Cialis. Stop using this medication and get medicinal help if you have sudden vision loss.

5 Things Your Kids Should Know Before They Inherit Your Money

inherited-IRA-tax-ramifications-Jerry-Jones-CPAAn inheritance shouldn't come as a big surprise to your beneficiaries. They need to be prepared for the gift, and the taxes and decisions that come with it. So even if it's awkward, you need to have a chat.

By MATT HAUSMAN,

Many parents fail to get their financial affairs in order, neglecting to take care of such things as wills, living wills and powers of attorney. But even those who think they've covered all of their estate-planning bases often leave one of the most important tasks undone: They fail to talk to their adult children about the money they'll be leaving them someday.

For many, I've found, it's because it's a private topic — and an uncomfortable one.

9 Important Ages for Retirement Planning

Thinking about the rest of your life — especially in terms of your finances — can be a scary but exhilarating proposition. Assuming it turns out to be as long of a time period as you would like it to be, thinking about it all at once can be daunting. However, breaking your life into nine stages can help you compartmentalize your retirement-planning process so you can take your goals one step at a time.

Designed by NJ Designs