Monthly Archives: July 2023

28 07, 2023

10 Common Tax Questions Answered

By |2023-07-28T13:22:10-07:00July 28th, 2023|Tax|0 Comments

10 Common Tax Questions Answered Taxes are confusing and seem clouded with complex rules and constantly changing laws. It can be hard to find a straight answer to basic questions. In this article, we will answer 10 common tax questions. 1. Where Can I Find Free Help? Tax preparation fees can add up very [...]

18 07, 2023

Generation Skipping Trust

By |2023-07-18T12:46:56-07:00July 18th, 2023|Legal Documents|0 Comments

Generation Skipping Trust A generation skipping trust is a type of irrevocable trust. It can be a useful estate planning tool for those with large estate. In this article, we will go over the basics of how a generation skipping trust works. How It Works A generation skipping trust allows you to bypass your children [...]

5 07, 2023

Immediate Annuities

By |2023-06-29T17:05:00-07:00July 5th, 2023|Financial|0 Comments

Immediate Annuities Immediate annuities are policies purchased with a lump sum contribution. This is then converted into a guaranteed income stream that can last for a set period of time or a lifetime. These income payments begin immediately after the deposit of the initial funds. In this article, we will go over the different [...]

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