Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Net Unrealized Appreciation and how it affects tax responsibilities.
Learn about the rise of Impact Investing and how it may benefit you.
At what point can you call a personal vehicle commercial?
Do your insurance needs stay the same when the nest empties?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
See how the purchasing power of a dollar has changed over time due to inflation.
Explore how compound interest can grow your money over time with this interactive tool.
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Compare the long-term financial outcomes of renting versus buying a home.
Estimate how much home may fit within your budget based on income and expenses.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Estate conservation is too important to put off. Do you have a smart exit strategy?
When should you take your Social Security benefit?
OUR COMMITMENT: At L.R. Patent Financial Services,
OUR COMMITMENT: At L.R. Patent Financial Services,
