Discover What Probate Is & When It’s Needed Probate may be one of the most misunderstood parts of the estate settlement process. Unfortunately, the term “probate” has garnered some negative connotations through headlines and heavily publicized cases...
Get Organized For Income Taxes You’re probably already receiving tax documents from your employers, investments, and contractors; so you know what time it is – time to get yourself organized and prepared to file your 2020 tax returns. One easy way to keep...
Audit The Financial Advice You’re Receiving In the business world, audits are a harsh – but necessary – reality. Audits attempt to cast light into every corner of the balance sheet to make sure a company can account for the source and flow of money. This...
Know What You Own: Equities This week’s MoneyDo is to Know What You Own when it comes to US Equities. It sounds rudimentary, but we find that many folks neglect to track what’s in their portfolio or haven’t looked in months or years. In the United States,...
Consider These 11 Reasons To Start Estate Planning | Part 2 Last week, we started out the year with things to get you thinking about doing your estate plan. You can check it out HERE. This week we continue on the same path with a few more things that may help...
Consider These 11 Reasons To Start Estate Planning | Part 1 Estate Planning is often thought of as something we all need eventually, but many of us put it off. Unfortunately, there are too many instances where people never get around to putting a plan together...
