lorenzo2’s Activity

Mon Mar 21


Boards Post

lorenzo2 replied to the Tax Strategies board. 11:34 AM

Re: Question About Living Trust & Taxes

My wife and I have a joint taxable account with Vanguard that holds a number of stock funds and bond funds. We are redoing wills and such, and the attorney says we should put our assets into a living trust in case tax laws change in the future. [more]

Fri Mar 4


Boards Post

lorenzo2 replied to the Spreadsheet Advice board. 10:09 AM

Re: Copying and pasting based on cell value

This thread has been most interesting, and there have been some clever solutions posted. I have nothing useful to add, but would like to make a general observation.

I have long believed that when you develop software, whether in a high-level [more]

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Big red star, 1000 posts Old School Fool
Board Posts 2074
Recs Received 2817
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Threads Started 90
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Most Frequent Board Tax Strategies
Very First Post Re: child care credit, car donation for head of (1/25/2001)
Percentage of Posts Rec'd 52.65 %
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