estate planning | CD Tax & Financial
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CD Tax & Financial Legacy Planning assets, documents, estate plan, estate planning, inventory, passwords
An important step in estate planning is creating an inventory of your assets. Your executor, or the person you designate in your will to carry out your last wishes, uses the inventory to make sure all of your property passes to your heirs. It’s likely that some of your assets exist in digital form. Documenting […]
CD Tax & Financial Legacy Planning estate planning, financial plan, insurance, retirement, retirement age, retirement plans
At some point you will be responsible for your own money. If that is not currently the case for you, here are some ideas to help get your financial plan in order. Retirement fund. Saving for retirement is crucial. Even small amounts can go towards U.S. savings bonds or mutual funds with an automatic savings plan. […]
CD Tax & Financial Decision-Making Tips, Divorce, Individual Tax, Legacy Planning divorce, estate planning, insurance, marital status, retirement, retirement age, retirement plans, tax, tax planning
Have you recently married, divorced, or lost a spouse? A change in marital status should prompt a review of financial matters, but at such a time it is easy to overlook the details. Here are a few reminders and suggestions. Insurance coverage. When your marital status changes, review your insurance policies. Combining separately held health insurance […]
CD Tax & Financial Individual Tax, Legacy Planning estate plan, estate planning, last will, Probate, trust, wills
The death of a loved one is a stressful event. In addition to the emotional turmoil, survivors must deal with a number of financial and tax issues, some of them mundane and some quite complex. Here’s a quick guide to help you through this difficult time. After a death, you should first try to locate […]
10 MISCONCEPTIONS ABOUT WILLS
CD Tax & Financial Legacy Planning, Tax Dates estate plan, estate planning, last will, Probate, trust, wills
Here are 10 misconceptions about wills… MISCONCEPTION #1: Probate costs are small. Wrong! Attorney’s fees for even a simple probate often reach $5,000 to $10,000. MISCONCEPTION #2: Your will and your assets remain private. Not so! Probate is a matter of public record which means your file is open to anyone. MISCONCEPTION #3: A will […]
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