Minimize estate taxes & maximize your lifetime exemption with strategic gifting! Learn how annual gift tax exclusions & the current tax law can benefit your estate plan, and act now as major tax changes loom.
As the familiar deadline of April 15th approaches, many of us find ourselves buried under a mountain of government-issued tax paperwork. Amidst the chaos, it’s easy to lose sight of the bigger picture: understanding the documents you’ve received, and how they can help you prepare for the future.
A professional fiduciary can save you the time and stress spent looking for records and summarizing tax data.
This complimentary newsletter is an educational resource with “links” on financial exploitation & behavior that may contribute to privacy concerns/financial exploitation. DISCLAIMER: Information & links are based on sites that appear to me as legitimate, but even I can be duped. If you find a problem, please let me know immediately, so that I can get the word out. Judy Christman Yates, DPA,Criminologist,
When you visit your financial advisor, you trust their competency and ability to maintain and grow your hard-earned money. You rely on these investments to provide for your retirement, and every dollar counts when planning to live on a fixed income. But what if your financial advisor does not disclose that they collect a higher fee based on an annuity account you may not benefit most from? How do you know if annuities are a right fit for your portfolio? Here are the dirty secrets about annuities.
Today’s COVID-19 pandemic is a reminder that everyone is vulnerable to disease, uncertainty and loss.
