When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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There are two certainties in life: death and taxes, or so it’s been said. While the thought of filing taxes may not fill you with delight, for many Americans, receiving a tax refund could be the mini financial windfall they need to get back on track with financial goals that may have gone awry during the year.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Tax deferral versus tax-efficient vehicles like Roth 4019k)s, Roth IRAs and Life Insurance.