What are the Tax Brackets for Next Year?

“People pay many different kinds of taxes. You file an income tax return every spring, pay sales taxes when you buy things and pay property taxes if you own a home. These taxes apply to nearly everyone.”

Giving to My Favorite Charity in Estate Plan

“Some people choose, upon their passing, to give their inheritance to a specific charity or organization. The great news is you don’t need a famous surname to give like a philanthropist.”

Why Do I Need an Estate Plan?

“Don’t leave your family to fight over your belongings if something happens to you. Having a plan in place can help them grieve in peace.”

What Is a Marital Trust?

“If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a marital trust.”

Can I Split My Inheritance with My Sibling?

“In order to give your brother half of the assets in the IRA, you will have to liquidate a portion of the account and pay the taxes on the liquidated amount if it’s a traditional IRA.”

How Do I Write My Will?

“No one knows when their time will come, which is why it’s important to have a last will in place. This document ensures that your final wishes are carried out after your death. Without a will, the laws of the state of your residence at the time of death will determine what happens with your estate.”

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