Estate Planning, Wills, Probate and Transfer of Assets
A will allows the testator (the person creating the will) to specify:
- Who receives property at the testator’s death
- Whether beneficiaries receive gifts outright or in trust
- Who will act as personal representative
- Who will be the guardian of minor children
In the absence of a will, these matters are settled by state law.
Learn more by clicking on the “Download Article” button.
Financial Planning Guide
Financial Planning comes in many forms – Budgeting, Saving, Investing and Understanding the Tax Implications of the various strategies. Learn more by clicking on the “Download Article” button.
Estate Planning, Wills, Probate and Transfer of Assets
/in General /by Cliff BrayEstate Planning, Wills, Probate and Transfer of Assets
A will allows the testator (the person creating the will) to specify:
In the absence of a will, these matters are settled by state law.
Learn more by clicking on the “Download Article” button.
Financial Planning Guide
Financial Planning comes in many forms – Budgeting, Saving, Investing and Understanding the Tax Implications of the various strategies. Learn more by clicking on the “Download Article” button.
Divorce and Taxes
/in Life Changes and their Impact on Taxes /by Cliff BrayDivorce and Taxes in 2018
Filing status is based on your status as of December 31. If you are divorced under a final decree by the last day of the year, you are considered unmarried for the whole year and you cannon choose Married Filing Jointly as your filing status. Learn more by clicking on the “Download Article” button.
Cancellation of Debt – Insolvency
Taxpayers with cancelled debt can often exclude the cancellation of debt income to the extent they were insolvent immediately before the cancellation. If a cancelled debt is excluded from income, it is nontaxable. Learn more by clicking on the “Download Article” button.
Marketing Your Business
/in Marketing Your Business /by Cliff BrayMarketing Your Business in 2018
Marketing Your Business comes in many forms today – from personal networking to advertising on the internet and leveraging Social Media Platforms to help you connect with your Target Audience. Learn more by clicking on the “Download Article” button.
Employee or Independent Contractor
A worker performing services for a business is generally an employee or an independent contractor. If a worker is classified incorrectly, the IRS may assess penalties on the employer for nonpayment of certain taxes. Learn more by clicking on the “Download Article” button.