How Do You Obtain A Letter Of Testamentary?
BY Admin | August 8, 2023Have you ever heard the term "letter of testamentary" and found yourself scratching your head? Well, no more! Today, we're going to dive right into what a letter of testamentary means and how to get one. Buckle up, because we're about to make probate a whole lot less scary! What is a Letter of Testamentary…
Ask an Advisor: I Want to Give Money to My Son and Daughter-in-Law. How Much Money Can I Give Away Without Incurring a Tax Issue With the IRS?
BY Admin | August 4, 2023We are here to help you navigate the ever-complex world of taxation. Today's burning question: How much money can you give away without incurring a tax issue with the IRS? Understanding the Gift Tax Exemption Now, wouldn't it be splendid to just hand out money willy-nilly? Unfortunately, the IRS isn't quite as laissez-faire about such…
4 Reasons to Save for Retirement in a Taxable General Investing Account
BY Admin | July 31, 2023You might be thinking, why would anyone choose a taxable general investing account for retirement savings, right? Well, we've got some surprises for you! When it comes to building your nest egg, it's not just about 401(k)s and IRAs. A taxable general investing account can provide several advantages that could make it a key component…
How to Talk to Your Teens About Money
BY Admin | June 13, 2023As a parent, it’s important to prioritize teaching kids about money and financial responsibility. Thiscan be especially important when it comes to your teenagers, who are starting to make morefinancial decisions on their own. However, talking to your teens about money can be a sensitiveand delicate topic. Here are five tips for how to talk…
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