Taxes are unavoidable but that doesn’t mean you have to pay more than you owe. What happens to your tax liability with proper financial planning? The simple answer is that it can allow you to minimize ...

You can qualify for Medicaid even within five years after making transfer with proper planning, attorney Craig Riffel writes.

NASHVILLE, Tenn. (WTVF) — How can proper planning can save you money in the long run? What is a reverse mortgage? What are the grounds for contesting a will? On this episode of MorningLine, Nick Beres ...

The accountant is one of the catalysts of an estate-planning team - a group that should also include an attorney, a financial planner and a trust officer.The goal of this dedicated team is to help in ...

Financial planning is a strategic approach to managing money that factors in both financial security and goals. The benefits of financial planning include reducing stress, increasing savings and ...

What’s causing you the most stress amidst this health crisis? A recent poll indicated the top four concerns are emergency savings, job security, income fluctuations, and paying the rent or mortgage.

Despite ultimately finding in favor of a taxpayer surviving spouse, IRS Private Letter Ruling 2023-22-014 (the “PLR”) is chock-full of reasons to ensure proper planning is in place when it comes to ...