by admin | Investing, Credit & Retirement, Retirement
When an individual dies, the executor is faced with an important decision that has the potential to impact the taxes owed by the estate and its heirs.¹The executor will have the option of valuing the estate on the date of death, or on the six-month anniversary of...
by admin | Investing, Credit & Retirement
It has been said that the best inheritance we can give our children is a few minutes of our time every day. It’s also true, though, that our children will not always have us in their lives.Children with special needs may require lifetime assistance, which can...
by admin | Investing, Credit & Retirement, Retirement
Tip: Regardless of your net worth, it’s critical to understand your choices when developing an estate strategy.Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded.In 1797, Congress instituted a system...
by admin | Investing, Credit & Retirement, Retirement
Financial Documents What does it do? Enables you to own property jointly with another person Authorizes someone to handle legal and financial decisions if you become incapacitated Holds your belongings until your death Can it authorize someone to handle your financial...
