Properly naming beneficiaries in your estate plan starts with understanding your goals and the nature of your assets. With improper designations, you run the risk of not disposing the assets to your intended heirs, an increase in income taxes, or the loss of asset protection and preservation.
The death of a spouse is one of the most difficult events a person can experience. Beyond the tremendous emotional impact, it can also be a time of deep financial uncertainty. Learn how to begin navigating this next chapter of your financial life.
When receiving an inheritance, you’ll likely experience a flood of emotions. However, you have many options when it comes to being a good steward of your inheritance and you shouldn’t make these big decisions alone.
This edition brings perspective to recent market volatility, explains how the recent tax reg changes may affect your charitable giving, and inspires you to volunteer to make a healthier you!
The 2017 Tax Act made significant changes to the tax laws. There continues to be opportunities to minimize income taxes for taxpayers that take a proactive approach in analyzing their situation on a multi-year basis.
The holidays can be a busy time with parties, family commitments and shopping, not to mention approximately 400 college bowl games. Despite the flurry of activity, it is also a time when some diligence around personal finance can help reduce your tax liability, protect your family, and set yourself up for a great 2018.