Posts by Bree

Baby Boomer Retirement Mistakes: No Estate Plan

Posted on Apr 17, 2015 in California Trusts, California Wills, Estate Planning | Comments Off on Baby Boomer Retirement Mistakes: No Estate Plan

Retirement Mistakes: No Estate Plan   According to a recent USA Today article, many baby boomers are forgetting an essential part of their retirement plans- creating an estate plan. Nobody wants to think about death and what all will happen once you go but death without an estate plan can be even worse for those left to deal with your estate. For most people, estate planning is on the bottom end of the priority list but according to wealth and financial advisors, it should be on the top. Estate planning and financial planning go hand in hand. “There are three important...

Read More

5 Reasons To Spend Your Tax Refund on an Estate Plan

Posted on Apr 10, 2015 in California Trusts, California Wills, Estate Planning, Tax Season, Taxes | Comments Off on 5 Reasons To Spend Your Tax Refund on an Estate Plan

5 Reasons To Spend Your Tax Refund on an Estate Plan With Tax season almost coming to a close, many of us are getting the happy news that our tax return refunds have hit our bank accounts. Deciding what to do with that extra money is the next big step. Many people simply spend it on things they’ve been wanting but couldn’t afford previously- new TVs, upgraded electronics, taking the kids on a fun trip. Others put the money away in savings or invest it. We at GQ Law recommend that you invest it in an Estate Plan. We’ve posted many times about the importance of an Estate Plan...

Read More

Tax Day Freebies 2015

Posted on Apr 1, 2015 in San Diego Lawyer, Success, Tax Season, Taxes | Comments Off on Tax Day Freebies 2015

Tax Day Freebies 2015 Happy April! Here is our list of some awesome tax day freebies. And trust us, this is no April fools, they’re all real deals! Here is our list of free or discounted things you can take advantage of on or around tax day April 15th.   Bruegger’s Bagels- April 12 through 15, customers can get a bag of 13 bagels and two tubs of cream cheese flavors for $10.40 (save about $3.50) Boston Market – On April 15th get  two half-chicken individual meals for $10.40. Each meal includes half a rotisserie chicken, a choice of two sides, and cornbread. Office Depot- Free...

Read More

IRS Cannot Take Your Call: Tax Season 2015

Posted on Mar 27, 2015 in Tax Season, Taxes | Comments Off on IRS Cannot Take Your Call: Tax Season 2015

IRS Cannot Take Your Call Earlier this year we posted a warning about the bad tax season to come (see “Warning: Miserable 2015 Tax Season is Here”) about how busy the IRS was forecasted to be and how they’d likely only be answering 50% of call. I think that 50% may have been a little too generous. Read on to see what percentage of my calls they’ve answered this tax season. Well, first I’ll introduce myself. I’m Bree, a behind the scenes employee at GQ Law. I worked in the office years ago and now work remotely. I actually live in the Chicago area,...

Read More

New Student Aid Bill of Rights: 2015

Posted on Mar 17, 2015 in Chapter 13 Bankruptcy, Taxes | Comments Off on New Student Aid Bill of Rights: 2015

New Student Aid Bill of Rights: 2015 President Obama recently announced a new Student Aid Bill of Rights for all Americans. This new Bill of Rights could make it easier for people owing federal student loans to deal with their loans- specifically, how they may be more able to get rid of/discharge them in a bankruptcy. Most of the announced changes are geared toward getting rid of payment red tape and making federal student loan repayment options easier. However, one section in particular shows that the government is looking closely at changes to bankruptcy laws that could help student loan...

Read More