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Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.