Overview of 2019 Estate Exemptions Tax

Alexus Anderson / February 1, 2019
avatar

The slogan for many with the turn of the year has been “New Year, New Me”.  In homage to this phrase, the time has come to address “New Year, New Tax Changes”.  Tax changes affect most, if not all, of financial planning and that is why it is important to be conscientious of changes, especially […]

Could There be Money Waiting for You?

Alexus Anderson / December 21, 2018
avatar

The notion that there could be hundreds to thousands of dollars in unclaimed money seems rather thrilling.  And you could be one of the lucky winners.  Over the last few years, there has been a rise in the amount of unclaimed money.  So much so, that in 2016, nearly $750 million was just sitting there, […]

Millenials Need an Estate Plan, Too

Alexus Anderson / July 25, 2018
avatar

I’m twenty-four.  I don’t have a home, a family I support, or any of the assets I typically see in an estate plan.  On top of that, I’m young and plan to live at least into my sixties, so what is the point in investing in an estate plan?  Over the past year learning more […]