by Independent Financial Services | Aug 9, 2022 | Business Ownership, Estate & Giving, Retirement Planning
A power of attorney is an important legal document you will need for a comprehensive estate plan. This legal instrument gives a third-party the legal authority to make certain types of decisions on your behalf in the case of you being incapacitated for one reason or...
by Independent Financial Services | Aug 4, 2022 | Estate & Giving, Tax Planning
Taxes are an unavoidable part of life for almost every person living in society. The U.S. is no exception to this rule. This is why you should look at all of your tax planning options when developing an estate planning strategy. You may be able to save yourself and...
by Independent Financial Services | Jul 26, 2022 | Estate & Giving, Retirement Planning
There may be times when a person becomes incapacitated for one reason or another and is unable to make decisions for himself or herself. This can be the result of some type of mental illness, medical emergency, or some other factor. Whatever the case, it is a good...
by Independent Financial Services | Jul 12, 2022 | Estate & Giving, Markets & Investing
Investing for the future is important for those who are looking to retire and leave intergenerational wealth to their heirs. There are many options available to those looking to invest their capital to earn money. One relatively lesser-known method of investing in the...
by Independent Financial Services | Jun 28, 2022 | Estate & Giving
Once you pass away, there are various things that could happen with your bank account. Much of this can depend on how you have your account set up. Also, whether or not you have a will or trust can make a difference. The important thing is you take action to make sure...
by Independent Financial Services | Jun 14, 2022 | Estate & Giving
Although talking about your parents’ eventual death may not be a great subject to bring up at the family dinner table, it is still an essential discussion to have. Failure to talk about how to administer your parents’ estate can result in headache and significant...
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