Important Considerations for Leaving Your Kids an Inheritance Deciding what to leave to your children – and how to do it – is a challenging topic. But it’s crucially important to explore your options and determine a path that fits with your goals and legacy desires. Some parents pinch pennies for a lifetime in order to leave a large inheritance,
Avoid Probate Problems: The ‘Pour-Over Will’ is No Substitute for Proper Estate Planning Upon your passing, your estate could end up in probate if you don’t plan properly. All of your affairs will become public record, paperwork can be delayed, and there will, of course, be attorneys’ fees. Probate is the legal process for verifying a Will, appointing the executor,
Market Update—Quarter Ending December 31, 2023 Presented by Bruce Hosler — Quick Hits 1. Solid December Caps Strong Year for Markets 2. Fixed Income Continues to Rally 3. Economic Updates Show Continued Growth 4. Focus on the Fed 5. Risks to Monitor 6. Positive Outlook for the New Year Solid December Caps Strong Year for Markets Markets continued to rally
Should I Take the Standard Tax Deduction or Itemize? It’s a question many taxpayers ask themselves each year: Should I itemize my deductions, or should I take the standard? Of course, every situation is different, but we can provide guidance on the factors that contribute to this decision. As specialists in “moving to tax-free” we help clients prepare for