Last Will and Testament - The Basics A last will and testament is a document that allows you to outline our wishes for how you would like your estate to be taken care of. A will is a probate document. It is a common misconception that a will avoids probate. Rather, it is a [...]
Capital Gains Tax - What Is It? When you sell an asset for a profit, the difference between what you buy it for and what you sell it for is a capital gain. You earn this type of gain on such property as homes, stocks, bonds, and collectibles such as art. Capital gains from [...]
Building Your Ideal Retirement Portfolio The ideal retirement portfolio will differ from person to person. What is an ideal retirement portfolio? It is a portfolio that will allow you to retire comfortably. While each portfolio will differ, generally it should contain certain core characteristics. In this article, we will go over those characteristics and [...]
COBRA Health Insurance Coverage-The Basics COBRA health insurance coverage comes from the Consolidated Omnibus Budget Reconciliation Act. This Act allows you to maintain health insurance coverage if you lose it through your employer. In this article, we will go over how to qualify for COBRA, what it covers, and how to manage the cost. [...]
Revocable Living Trust A cornerstone of a complete estate plan is a revocable living trust. It allows you to avoid probate and have control over what happens to your money when you pass. In this article, we will discuss revocable living trust basics. This includes how they work, their advantages, and how to [...]
