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Financial Planning For Divorce
Nov 22, 2024
In this insightful conversation, Catherine and Rachel dive into the complexities of navigating divorce. They discuss everything from the financial aspects—like money dependency, separating assets, and understanding mortgages and taxes—to creating a post-divorce budget and expense plan. They also explore...
Tax Related Mistakes When Receiving an Inheritance
Nov 14, 2024
Join Catherine and Rachel as they discuss common tax mistakes people make when receiving an inheritance, handling donor funds, and missing out on charitable deductions. They also break down the differences between living trusts and irrevocable trusts, and share key tips for effective retirement planning. Don’t miss...