by Independent Financial Services | Dec 15, 2022 | Family & Lifestyle
Most people think of estate planning as a private matter involving family and loved ones. However, if your estate has to go through the probate process you should be aware your probate records will be publicly available for anybody to see. This means the assets and...
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 | 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...
by Independent Financial Services | Dec 9, 2021 | Estate & Giving
Whenever a person dies, his or her estate, is required to undergo the probate process. This is the procedure of accounting for the decedent’s assets. In addition, the probate process will use the estate’s assets to pay off any debts and tax bills owed by the decedent....
by Branden Sears | Oct 14, 2021 | Estate & Giving
Many people neglect considering life insurance as a part of their estate plan. Although each estate plan should be tailored to your specific circumstances, everybody should at least take life insurance into consideration. Obtaining life insurance can make things...
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