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July 27, 2020 By billmonte

Estate Planning Secrets: How To Avoid Probate

Estate Planning Secrets: How To Avoid Probate Probate is known for being an unnecessarily complicated and lengthy procedure. Even when the estate being probated is fairly simple and straightforward, proceedings can go on for some time, depending on different factors. With larger estates or those …

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July 27, 2020 By billmonte

Election 2020: Joe Biden’s Tax Plans

Election 2020: Joe Biden's Tax Plans With the economy in trouble, tax policy takes on added importance in the 2020 presidential election. So, let's take a look at what Joe Biden has said about taxes. With COVID-19 dominating the news, it's sometimes hard to remember that this is also an election …

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July 27, 2020 By billmonte

Why You Should Take RMDs For 2020

Why You Should Take RMDs For 2020 Required minimum distributions (RMDs) aren’t required for 2020 under the CARES Act. But, it may pay to go against the grain this year and take RMDs (or perhaps even more) from tax-deferred accounts. Required minimum distributions (RMDs) aren’t required for 2020. …

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July 23, 2020 By billmonte

Understanding Digital Assets And Their Importance In Your Estate Planning

Understanding Digital Assets And Their Importance In Your Estate Planning When it comes to estate planning, you might start by thinking of who you want to leave your house or business to or how you want to distribute your finances. Years ago, property and financial assets were all that comprised …

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July 23, 2020 By billmonte

The Gender Gap in Life Insurance

The Gender Gap in Life Insurance Life insurance can be an uncomfortable topic, but it is a vitally important one. We live in a world where many of our financial obligations can and do outlive us. Life insurance provides a safety net for our loved ones when we are no longer with them. Insurance …

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