Taxes are due in a variety of circumstances. Property owners pay taxes based on the value of their real estate holdings. Businesses and individuals have to pay taxes on their income. The estate of someone who recently died may even be subject to taxes in some cases....
Helping You Reach Your Goals
Month: January 2025
Revocable and irrevocable trusts can simplify asset distribution
Creating an estate plan is an important event for any adult. This is the opportunity to leave instructions for how their assets will be handled down to beneficiaries. While most people know that they should have a will, some people don’t realize that trusts can also...
When should you update your estate plan?
For your estate plan to remain effective, you need to keep it updated. Knowing when to do this means there is less chance of problems for your executor and family when you die. One recommendation is to check the estate plan over every year or two. You could make this...