Tag: will

How to Organize Your Financial Life

You probably intend to organize your financial and other personal documents “when you get around to it,” but the task can seem overwhelming. Once done, however, organizing your financial affairs will give you and your loved ones security and peace of mind. Here’s our guide to organizing your financial life. Important documents A good place… Read more »

Passing on a House to Family Members

It’s not uncommon for an elderly homeowner to pass along a house to heirs. Let’s examine ways to do so, understanding that laws in each state vary and federal tax code changes. Consult an attorney before making any decisions. The most basic way. The easiest way to pass a house to children is through the… Read more »