Charitable Lead Trust
Charitable Lead Trust A charitable lead trust is a type of irrevocable trust. In the proper circumstances, they can help you to reduce your tax liability, provide for loved ones, and support charity. In this article, we will discuss [...]
Group Long Term Care Insurance
Group Long Term Care Insurance Group long term care insurance is a form in which you can purchase long term care coverage. However, the only way to enroll is through your employer. In this article, we will briefly go [...]
8 Questions to Ask a Potential Investment Advisor
8 Questions to Ask a Potential Investment Advisor Interviewing a potential investment advisor is an important step. This potential investment advisor is going to be a close partner and will lead you to reach your financial goals. Thus, it [...]
Schedule D-Capital Gains and Losses
Schedule D Schedule D is a tax form that you use to report the gain or loss incurred from the disposal of a capital asset. In this article, we will discuss the basics of filing a Schedule D. Basic [...]
Charitable Remainder Trust
Charitable Remainder Trust A charitable remainder trust can be a powerful estate planning tool. In the right situation, it can provide you with many financial benefits. In this article, we will go over the basics of charitable remainder trusts [...]