Tag: financial planning

bankruptcy-financial-planning-estate-plans

Breaking Bank: How Bankruptcy Affects Inheritances and Estate Plans

Bankruptcy affects hundreds of thousands of Americans every year, and it leaves many of them in the lurch when it comes to their inheritances. In this blog post, we discuss some of the consequences bankruptcy has on people’s ability to...

/ May 8, 2018
tax-form-1040

4 Common Myths About Filing Personal Taxes

In this post, we demystify the tax process by exposing four common myths to filing personal taxes including what is a filing extension, how audits are triggered, who files taxes, and what income you need to report.

/ February 8, 2018
last-will-living-trust-paperwork

Revocable Living Trust vs. Last Will

There are many ways to plan your estate, and even more documents for you to choose from. This post compares Revocable Living Trusts and Last Wills, so you can evaluate which form suits your estate planning needs best.

/ August 3, 2017