The impact of COVID-19 has people concerned about our health, personal finances, and our economy’s health. Being home-bound could affect your both income and your spending during this time.
Tax season can feel like a grueling time — but missing out on a larger refund can feel even worse. To get the most out of your tax return, remember to take these 5 steps.
The CARES (Coronavirus Aid, Relief, and Economic Security) Act was crafted to blunt the impact of an economic downturn set in motion by the global coronavirus pandemic. At over $2 trillion, this is the largest government issued stimulus package in U.S. history, more than 2.5 times larger than the Recovery Bill in 2009. Lawmakers are expecting this bill to have a major impact on the U.S. economy and the effort to combat the effects coronavirus is having on Americans.
Discussing an estate plan is no walk in the park, but it may be easier to address when you think about what it truly is - the gift of passing on a legacy in a tax-efficient manner to your loved ones.
You don't have to have millions in the bank to benefit from establishing a trust. Learn the truth about trusts the surprising advantages you could be missing out on.
