July 2013

Mid-Year Planning: Accounting for New Tax Rules
The American Taxpayer Relief Act (ATRA) set the rules for tax planning for 2013 and beyond. As you take stock of your tax situation this year, here are a few things to keep in mind.

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Choosing a Retirement Community
Perhaps you've seen ads for a new "over 55" luxury condominium development in your town. Or another winter of shoveling has finally convinced you that it's time to move to a warmer climate. You're looking forward to life in a retirement community, but with so many options, how do you choose the right one? More Details

Portability of Applicable Exclusion Amount between Spouses
Portability allows a surviving spouse to use the unused applicable exclusion amount of the spouse who dies first to shelter property from federal gift and estate taxes.

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Will my homeowners insurance policy cover hurricane damage?
While the types of coverage offered by standard homeowners insurance policies vary, windstorms are one of the basic perils that most standard homeowners insurance policies will cover.

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I just bought a vacation home. Do I need to purchase a specific type of insurance?
Insuring a vacation home is different from insuring your primary residence. As a result, you'll want to purchase insurance that is specifically geared to provide coverage for these types of properties.

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This information is not intended to be tax or legal advice. It is provided for your education only by Pennytree Advisers, LLC. Individual circumstances may vary.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2013.

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