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 | May 19, 2022 | Estate & Giving, Retirement Planning, Tax Planning
When developing a comprehensive estate plan, it is important that you consider current tax laws. This will allow you to choose a strategy that will help minimize your tax liabilities while also achieving your estate planning goals. One of the most important tax...
by Independent Financial Services | Mar 10, 2022 | Family & Lifestyle, Retirement Planning
It can be difficult to be completely aware of your mental health in the face of the busyness of contemporary capitalist society. This can lead to the neglect of your mental self-care which can have disastrous results for your overall health. Particularly important to...
by Independent Financial Services | Feb 10, 2022 | Retirement Planning, Tax Planning
It is important to make preparations for when you inevitably pass away. Putting a comprehensive estate plan in place will make sure your assets will be distributed in a manner you desire. This means choosing your beneficiaries, who are the individuals and entities...
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