07 March

A will is a must-have document for any person irrespective of the quantum of assets he has and can easily be amended by way of a codicil. When you make a will, it needs to be signed by you in the presence of two witnesses Read more at https://www.livemint.com/money/personal-finance/estate-planning-what-is-a-will-11614924868285.html

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05 March

FINANCIAL SERVICES firms are missing out on at least $700 billion in revenue each year by not fully meeting women’s financial needs. That figure comes from consulting firm Oliver Wyman, which cites finding new clients, developing new products and services and gaining increased market share as revenue opportunities. Read more at: https://money.usnews.com/financial-advisors/articles/q-a-women-and-estate-planning

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27 February

In addition to the federal estate tax, with a top rate of 40 percent, some states levy an additional estate or inheritance tax. Twelve states and the District of Columbia impose estate taxes and six impose inheritance taxes. Maryland is the only state to impose both. Read More at https://taxfoundation.org/state-estate-tax-state-inheritance-tax-2021/

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24 February

When couples find time to discuss estate planning, they often think of how they can equally divide their properties to ensure their children are well taken care of in case one or both pass on. They decide who can best benefit from the house, the car, or who will take over the family business and […]

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20 February

February is the month when our country takes time to remember and celebrate Black History.  We give honor to our great ancestors and rejoice about how far we’ve come.  In parades, poems, church services and school performances, the nation commends the leaps and bounds we have traveled and the heroes who have guided us along the way. […]

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