A person passing away can trigger state and/or federal inheritance taxes. This will depend on where you live and how much in assets are left behind. The amount of taxes owed may vary depending on the local regulations of the… Read More »Lesson Learned: Calculating Inheritance Taxes, You Can Expect After a Death
In the intricate tapestry of life, unforeseen circumstances can often challenge our ability to make decisions, especially when it comes to crucial matters such as finances, healthcare, or legal affairs. During these times, having a reliable support system in place… Read More »Lessons Learned: 7 Factors When Choosing an Agent
Ever wondered what the difference is between a Power of Attorney and a Healthcare Directive? I get asked this question all the time, so here we go. Both are documents that give a person the ability to make certain decisions… Read More »Lessons Learned: POA v. Healthcare Directive
