Women and Estate Planning Basics
An estate plan is a map that reflects the way you want your personal and financial affairs to be handled in case of your incapacity or death. It allows you to control what happens to your property if you die or become incapacitated.
Is Your Cash Reserve Ready for an Emergency?
A sound financial plan should ensure you’re protected when emergencies arise, and you do not want to shake pennies out of a piggy bank.
Post-Deadline Tax Tips
The tax filing deadline has come and gone. If you didn’t file a tax return or an extension but should have, you need to take action now.
Reaching Retirement: Now What?
You’ve worked hard your whole life anticipating the day you could finally retire. Congratulations — that day has arrived! But with it comes the realization that you’ll need to carefully manage your assets to give them lasting potential. Review your portfolio regularly Traditional wisdom holds that retirees should value the safety of their principal above […]
Ways to Protect Your Assets with Estate Planning
As you begin to accumulate substantial wealth, you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care providers, credit card issuers, business creditors, and creditors of others. To insulate your property […]
What You Need to Know About Trusts
Whether you seek to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts help you accomplish estate planning goals. Their power is in their versatility — many types of trusts exist, each designed for a specific purpose. Although trust law is complex and establishing a trust […]
Education Tax Credits
It’s tax time, and your kitchen table is littered with papers and forms. As if this isn’t bad enough, you recently paid your child’s college semester bill, and you don’t know where you’ll find the money to pay the taxes that you expect to owe. Well, you might finally catch a break.