Log InEstate and Tax Planning
The Key Roles Needed for Your Estate Plan
5/6/2025 12:00:00 AM 2 minute
Understand the key roles in estate planning, like executor and guardian, to protect your family and assets. Start building your plan today.
The Key Roles Needed for Your Estate Plan
5/6/2025 12:00:00 AM 2 minute
Understand the key roles in estate planning, like executor and guardian, to protect your family and assets. Start building your plan today.
7 Ways to Avoid Tax Identity Theft and Protect Your Personal Information
4/24/2025 12:00:00 AM 2 minute
Tax season can leave you vulnerable to identity thieves. Here’s how to protect yourself.
Estate Planning for the Terminally Ill: 7 Things to Do
4/9/2025 12:00:00 AM 2 minute
Estate planning is crucial for terminal illness. Learn 7 key steps, including updating your will, setting up a power of attorney and securing life insurance.
How to Create an Advance Directive: Dos and Don’ts
3/10/2025 12:00:00 AM 4 minute
An advance directive lets you choose your own medical care. Use this guide to get it right.
Why Do You Need a Will?
2/28/2025 12:00:00 AM 3 minute
In addition to protecting your family, here are some other good reasons to finally make a will.
Understanding How Annuities are Taxed
2/3/2025 12:00:00 AM 2 minute
Getting tax advantages is a major reason for choosing an annuity, which is often used to fund retirement plans. Read more on how annuity taxation can impact you.
Understanding Life Insurance: Find Out What You Need
1/23/2025 12:00:00 AM 3 minute
We break down life insurance so you don't have to. Find out what you need to know about life insurance and what coverage options are available to you.
How to Avoid IRS Tax Scams
1/13/2025 12:00:00 AM 3 minute
Tax fraud is rampant, with scammers trying to steal your information and money. Here’s how to avoid IRS phone and mail scams, and what to watch for.
10 Financial Steps to Take After a Spouse’s Death
12/30/2024 12:00:00 AM 4 minute
When tragedy strikes, getting a handle on finances is one of the first steps you'll need to make.
How Do You Choose an Executor of an Estate?
12/16/2024 12:00:00 AM 3 minute
Your executor will administer your estate, implement your action plan and act as the voice of your estate. Read more on how to choose an executor of an estate.