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Planning Your Future - Part 4 | Tax Tip of the Week | No. 207
Assemble Your Records---And Let Someone Know Where They Are Located!Even if you have a power of attorney to help manage your property, have signed a valid will and have created a revocable living trust, it will help your advisors if you have an organized system for your records.
Planning Your Future - Part 1 | Tax Tip of the Week | No. 204
Our death and possibility of developing an incapacitating illness are not pleasant things to think about. But planning for them, however, must be addressed.We are going to run a four part series of Tax Tips that will highlight some of the primary legal steps you should consider. NOTE: We are NOT attorneys. Please consult with an attorney before following any of these suggestions