Take a look at the changes that could affect your return. Avoid those unwanted surprises at tax time.Posts by Amanda McFarlane
Duties and Responsibilities of Trustees of a Living Trust: What You Need to Know
What Is a Living Trust? A living trust is an entity, a legal document, that houses your assets (investments, bank accounts, real estate, valuable personal property) in a way that avoids probate and transfers them to others in a timely and cost-effective manner. Read more about that here. A vital aspect of a living trust…
Read MoreWhat is a Living Trust and Why You Should Have One
Estate planning is important, no matter your age, wealth, or financial assets or status. Basic estate planning often covers a will and advanced healthcare directives, which lets your medical team and family know your wishes for your health and care in life-threatening medical situations. A living trust is an extension of estate planning—more advanced and…
Read More10 Signs You’re Working With the Wrong Financial Advisor
Most people don’t know how to choose—or when to leave—a financial advisor. Have you had a less-than-pleasant experience with a doctor, salesperson, or restaurant server? Almost everyone has! Bad customer service, poor communication skills, and mistakes from inattention to detail happen in every field. However, for every negative experience, there are honest, experienced professionals ready…
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