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Estate Planning
Wednesday Q&A: What Does a First Visit Really Look Like?
What Really Goes on in a First Visit? Want to know what happens when you come in for a 1st visit with our firm? Gregory and Brandon Bergeron, wealth advisor,…
Read MoreThere’s more than taxes to deal with when your spouse dies
Discussing money matters while living can avoid future grief when your spouse dies. Losing a spouse can bring more than just emotional grief. Often times, the living spouse is left…
Read MorePODCAST 74: Are You Sure You Want to Be an Executor?
Get your complimentary guide to go with this episode: The Greatest Gift:
Read MoreWednesday Q&A Should I leave an inheritance for my children?
Should I leave an inheritance for my children? A Winning at Life caller says that he will not leave an inheritance for his children. Find out why! Do you have…
Read MoreWhat does an estate executor do? Here’s a checklist of the most important financial duties
There are plenty of tax questions when a loved one passes away, but what other financial issues could arise? Tax Guy walks you through them. When a loved one who…
Read MoreWhat to do if you’re the executor of a loved one’s estate — starting with when to pay the taxes
As the executor, you’re on the hook for filing the federal income tax return for the estate of your deceased loved one When a loved one who was financially comfortable…
Read MoreHow to Prepare Financially for the Death of a Spouse
You and your spouse did everything right, financially. Except you didn’t consider the consequences when one of you dies first. There are things you can do to help prepare financially…
Read MorePODCAST 48: What Are the Asset Gifting Limitations?
Learn more about estate planning organization and more with this complimentary guide:
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