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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