Death and Taxes: Forms to File for Decedent Estates
Benjamin Franklin said that “nothing can be said to be certain, except death and taxes.” This adage holds especially true after the passing of a loved one,...
Posts by:
Jared Ong
Achieving Financial Wellness in the New Year
Nearly 1 in every 4 Americans kick off the new year by making a new year’s resolution. Living a healthier lifestyle, by way of diet and exercise, has...
What is Considered a Breach of Fiduciary Duty?
On the football field, nowhere is trust more important than at the quarterback position. With every snap, a quarterback puts his own career and health on the...
Top 5 Financial Planning Tools to Maximize Savings
Your ability to save and invest will determine your financial security in retirement. But for many Americans, saving goals often go unfulfilled. More than ...
How to Take Advantage of Inflation
If you’re like me, shopping post-Covid has resulted in some serious sticker shock. In May, strawberry prices were up almost 27% because Driscoll’s under-estimated demand and told farmers to plant different fruit. Used car prices are up over 26% because of lack of supply.
Do I Claim Inheritance on My Taxes?
Did grandma leave you something in her will to help you buy a house or pay for school? While that type of windfall is a blessing, you also might also be wondering “do I claim inheritance on my taxes?”. Understanding what you’ve received and where taxes fit in could help you save thousands of dollars. This article covers those different account types and gives tips on how to save taxes on your inheritance.
Joint With Rights of Survivorship: Preventing Account Limbo
What if your loved one unexpectedly passed away and you were locked out of your banking account? Worse yet, what if the court became involved and decided...
What Happens to Your Money When You Die?
No matter what size estate you leave behind, you want to ensure your assets are distributed and managed according to your desires. Most people understand the...
I Care A Lot: Netflix Inaccuracies About Guardians
I Care A Lot, Netflix most recent film on guardians,has fanned the flames of several misconceptions regarding the role of conservators. If we depended on...
What Is the Role of a Trustee?
When you establish a trust to hold and manage assets from your estate, that trust requires a trustee to assume fiduciary responsibilities. Estate holders may choose to set up a trust for many different reasons, but a trust document will establish the duties of a trustee, including who can be named trustee.