When a loved one passes away and leaves assets to beneficiaries, those assets may be subject to an inheritance tax, depending on the location of the deceased and their relationship to the inheritor. Inheritance tax is imposed by the state in which the decedent lived—only six states currently impose it—and is the responsibility of the […]
Wealth management firms are all different. As a result, the process for choosing a wealth manager is a very personal one. Wealth managers work with their clients to identify financial goals and map out a plan for achieving them that’s built around choosing solid investments that’ll grow over time. If you’re ready to build serious […]