by Marilou Davido | Nov 20, 2023 | Resources
Trusts come in many different forms and serve many different purposes. For families who have a special needs beneficiary, it is important to consider the use of a special needs trust within the estate plan. A special needs trust, sometimes called supplemental needs...
by Marilou Davido | Nov 19, 2023 | Resources
Divorce can be a stressful and traumatic time in anyone’s life. Dealing with insurance decisions is way down the list of fun things to do, but understanding insurance requirements, responsibilities and some creative planning can prove to be invaluable both pre-and...
by Marilou Davido | Nov 19, 2023 | Resources
Taxpayers who sell their home may qualify to exclude all or part of any gain from the sale when filing their tax return. Here are some things that homeowners should think about when selling a home: Capital Gains Tax: The profit from selling your home is taxable income...
by Marilou Davido | Nov 18, 2023 | Resources
A will indicates how the will’s maker (testator) wants his or her probate property distributed at death. A probate estate includes a decedent’s real estate and personal property, including cars, furniture, bank accounts, stocks, and other belongings, as long as: the...
by Marilou Davido | Nov 18, 2023 | Resources
Divorce can bring many changes to a Net Worth statement, as assets are allocated between the ex-spouses. In addition, consideration should be given to tax-related items, like filing status, deductions, and credits. Qualified Retirement Plan Accounts A Marital...
