Once the holiday season ends, many individuals begin looking ahead to the April 1 tax deadline. January is a great time to review your documents and make adjustments that could help you save. Get ready to file your 2019 tax return with these smart planning strategies....
Month: December 2019
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Can life insurance benefit your estate plan?
A life insurance policy may seem like it is already part of your estate plan. After all, when you die, your loved ones will get the benefits from the policy. However, this type of insurance can help in more ways than just as a benefit your loved ones get when you die....
Can my heirs contest an irrevocable trust?
If you worry about a family member causing issues with your estate after your death, then you may take steps when creating your estate plan to avoid such problems. Trusts are usually an excellent way to avoid any upheaval and allow for the peaceful passing of assets...