Preparing for Your Estate Planning Appointment
Preparing for Your Estate Planning Appointment When preparing for your estate planning appointment you may not be sure what to expect. It can feel overwhelming, but with the right information you will find it is pretty simple to prepare. [...]
10 Common Tax Questions
10 Common Tax Questions Taxes can be overwhelming and complicated. Educating yourself on tax matters can help clear the confusion and put you in a more stable place. In this article, we will answer 10 common tax questions. 1. [...]
8 Types of Long Term Care Facilities
8 Types of Long Term Care Facilities We are living longer lives, but this increases the need of long term care for most adults later in life. According to the Administration for Community Living, adults that are 65 now [...]
Guide to 529 Plans
Guide to 529 Plans 529 plans are tax advantaged plans used to fund education. They get their name from Section 529 of the Internal Revenue Code. Typically, parents or grandparents establish them for the benefit of a child, also known [...]
Uses of an Irrevocable Trust
Uses of an Irrevocable Trust An irrevocable trust is a type of trust that you cannot change once it has been created. They can be expensive and complex, but they do have special estate planning provisions. In this article, [...]