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We used the county land valuation based on our attorney's advice in Dec 2008. Later in 2009 , we contacted a reputable farmland appraiser as an afterthought. His appraisal was performed retrospectively to the date of death (2008). I will check to see if the inheritance tax valuation can be amended i...

I have searched and read the posts regarding this topic but did not see the answer to my question. We have inherited farmland which was listed in the estate inventory at the county's tax valuation for inheritance tax calculations. We also had a subsequent retrospective appraisal done, the two values...

My wife and I are both now enrolled in Medicare. In the years just preceeding our enrollment, we had medical bills which significantly drained our HSA account. As I understend it, we are no longer eligible to fund an HSA after we are on Medicare. My question for the readers here, are there any alter...

Thanks for all the replies, so far. John, since you asked, we just returned from the Louisville trip yesterday. We had a tremendous time. Enjoyed a tour of a bourbon distillery and a thoroughbred farm. Then we traveled to Pigeon Forge/Gatlinburg area and saw the Smokies up close and personal, along ...

Thanks for all the replies, so far. John, since you asked, we just returned from the Louisville trip yesterday. We had a tremendous time. Enjoyed a tour of a bourbon distillery and a thoroughbred farm. Then we traveled to Pigeon Forge/Gatlinburg area and saw the Smokies up close and personal, along ...

Hello, We hold various taxable and retirement accounts at two firms. One is an online brokerage with a balance of $550K in various stocks and mutual funds. The other is a brick and mortar firm with a balance of $775K also in various stocks, muni bonds, and mutual funds. Our total net worth is in the...

We will be visiting the Louisville KY area in mid August for a family event. We plan on seeing the Smoky Mountains, Gatlinburg, Pigeon Forge, etc, while we're there. Does anyone have any other sightseeing suggestions for that area?
Thanks