A letter of intent is a keepsake for loved ones, but it also helps reduce the challenge of organizing an estate. Here are some things that should be included in any letter of intent.
Being an estate executor is an important role to take on and it's important to understand your roles and responsibilities. It's not a task to take lightly but here are the top 5 duties to be aware of and what you absolutely need to know.
Like most Americans, you're probably preparing to file your tax return shortly. Before meeting with your CPA or financial partner, take a look at the income tax brackets for 2020.
Two COVID-19 vaccines were approved by the FDA in December and distribution has officially begun. While our health is top priority, many are still wondering - what does a vaccine mean for the economy?
As you explore your account options at various banks and institutions, be sure to consider possible required minimums, overdraft fees and interest rates for both checking and savings accounts.
Putting together a comprehensive estate plan is a complex task. There are many factors to think about, including your assets, liabilities, personal financial goals, and family structure. Take time to sort through each of these items with your financial advisor so that you maintain control of the plan.
