Tweet When I made a mistake once on my taxes, I got a notice from the IRS in the mail asking me to pay what I actually owed and a little extra for interest and penalties. This was certainly not … Continue reading
Tweet Last week I shared with you the story of Joe who, as a named healthcare power of attorney for his aunt and uncle, found himself in the difficult position of having to make healthcare decisions for both of them … Continue reading
Tweet At Financial Finesse, we are often asked this very basic question. It seems simple enough. A trust, by its purest definition, is a form of ownership. You can own assets in your name alone, you can own assets with … Continue reading
Tweet When we think of estate planning, we usually think of something that only older, wealthy people do. After all, how many of us think of ourselves as even having an “estate” to plan? The fact is that if you … Continue reading
