Debt after Death
Debt After Death: Why You Should Think About It When Estate Planning If you carry debt, do not assume that your death or incapacity will make it automatically disappear. To the contrary, the money you owe may eat away at the assets you were planning to leave to your heirs
estate plan
It’s the start of a new year, which means tax season—and this year’s April 17th IRS filing deadline—is just around the corner. Soon you’ll be receiving tax forms such as your W-2 or 1099s, and you’ll start thinking about the life events that could affect your taxes in various ways.
financial and legal affairs
There’s Never A Better Time Than Now To Get Your Affairs in Order The idea of getting your financial and legal affairs in order is likely the last thing on your mind during the busy holiday season. But, getting started is much easier than you think. In fact, the end
Family History
The best time to share your family history with loved ones is right now, before the memories are forgotten. The coming holiday season is a great opportunity to reminisce because you’ll probably have your loved ones nearby. While you can always pull aside children and grandchildren for a chat about
Important Documents
How Long Should You Keep Important Documents?  In a society dominated by paperwork, the question of how long to hold on to important documents has been baffling for most people. We especially worry about documents of a financial or personally identifying nature. People who worry about losing something important sometimes
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