Per Stirpes vs. Per Capita in Estate Planning
Landmark MM INC When creating an estate plan, one of the most basic documents you may wish to include is a will. If you have a more complicated estate, you might also need…
Accredited Asset Management Specialist (AAMS)
New financial advisors need something to help them stand out. Consequently, the AAMS does just that. Designed for newcomers to the financial advice business, the AAMS trains advisors to identify…
How Tapping Home Equity Can Pay the Taxes on a Roth IRA Conversion
Hereâs what to know about using a reverse mortgage to convert retirement assets. The post How Tapping Home Equity Can Pay the Taxes on a Roth IRA Conversion appeared first…
How to Avoid Paying Taxes on Inherited Property
Inheriting a home or other property can increase the value of your estate but it can also result in tax consequences. If the property you inherit has appreciated in value…
A Guide to Schedule K-1 (Form 1041)
Inheriting property or other assets typically involves filing the appropriate tax forms with the IRS. Schedule K-1 (Form 1041) is used to report a beneficiaryâs share of an estate or…