Tag Archives: Income tax

Our Weekly Tip: Before Death: Estate Planning

How can you ease the uncertainties that can arise with settling an estate?

3 Tips to Keep in Mind During Estate Planning: 1) Gain Clarity: Understand what will need to be managed with this particular estate. Debt? Bank accounts? Real estate? 2) Embrace Proactivity: Many believe that estate planning shouldn’t be a concern … Continue reading

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Estate Planning After Death: The Questions to Ask

How to settle an estate after death? Let your inquisitiveness be an asset in the process

Practical Tips: The Trickier Questions of Estate Planning Understanding how to settle an estate after death can feel like opening a batch of Russian dolls—you find one problem, question or concern after another. SevenPonds has spoken to many estate planning … Continue reading

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