What does it take to minimize your tax bill, not just this year but in the years to come?
The answer varies for each individual. Tax optimization strategies
First, let’s start by uncovering the most common mistake in estate planning…
Surprisingly, this frequently made mistake might already be on your doorstep. A
Do you really know how much it will cost you to sell your home? Here is a breakdown of some of those costs.
Agent Commission
While everyone who has ever sold
THE NEED FOR POWER OF ATTORNEY
With more Americans living into fragility, POAs and
other advanced directives are becoming more important.
Presented by
A Primer for Estate Planning
Things to check and double-check before you leave this world.
Provided by Eric Siegeltuch, CASL, LUTCF
Estate planning
Estate Planning After a Second Marriage
Special considerations for a complex situation.
Provided by Eric Siegeltuch, CASL, LUTCF
Marrying again
An Estate Planning Checklist
What to check (and double-check) before you leave this world.
Presented by Eric Siegeltuch, CASL, LUTCF
Create a will if
A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without
