How Do I Divide Up My Assets, Without Dividing Up My Family?
February 20, 2020
Nobody really likes getting a smaller piece of the pie.
- 1067 N. Mason Road, Suite 3, St. Louis, MO 63141
Nobody really likes getting a smaller piece of the pie.
Every estate plan should bring you peace of mind, but much more than that, an estate plan is one of the best gifts you can give your loved ones.
Life insurance may play a vital role in an estate plan, because insurance proceeds can be counted on to provide liquidity when it’s needed.
A 401(k) is an employer-sponsored account that allows you to defer the taxes on your investments until retirement, which means that you can roll up more money faster.
There are two big victories with qualified charitable donations: You lower your overall taxable income—adjusted gross income—and the money you donate to charity directly is not taxed.
There’s a fine line between holding on to important financial and medical records and keeping every document that you have ever owned.
Social Security and Medicare are social safety programs that Americans pay into during their working years through taxes.
Years ago he signed a power of attorney document naming me as his agent, so I could help him with these types of things. Not ever having done this before, what do I need to know about fiduciary duty?
A trust is an account that gives a person control over who will receive their assets during their lifetime and/or at their death.
Congress passed an important retirement-savings law called Setting Every Community Up for Retirement Enhancement, or the SECURE Act of 2019.
1067 N. Mason Road, Suite 3
St Louis, MO 63141
Copyright © IMS. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement. Some artwork provided under license agreement.