It’s Tax Time—Here’s What You Need to Know About Gathering Your Information
Now that we are into the new year, it’s time to start gathering the documents and information needed to file your taxes. Here is a quick overview of some of the information you should put aside to get ready to file:
What Happens If A Family Member is Deceased? What Documents Need to Be Filled Out?
So there are a lot of things that people need to decide on when planning a funeral. What’s the average, if you were to guess off your experience, which you guys have quite amount of time of experience, how many meetings does it take for somebody to say, this is what I want?
Love Letter to Your Family?
Most people know that it is a good idea to keep their will up to date and to make sure they have their beneficiaries updated on all of their accounts. But have you ever thought of compiling all of your account information in one spot to make things easy on your loved ones if something happens to you?
Making The Decision For The Family Trust, The Meeting To Plan Everything
So there are a lot of things that people need to decide on when planning a funeral. What’s the average, if you were to guess off your experience, which you guys have quite amount of time of experience, how many meetings does it take for somebody to say, this is what I want?
Understanding the 2025 Retirement Savings Contribution Changes
The IRS has recently changed the limits for contribution for retirement savings accounts for 2025. Below are the new limits:
Setting Up A Pre Burial Trust – The Role of the Power of Attorney and Beneficiary
Allen Dembski So when I set up this, I’m still living, and I want to set up this pre burial trust for my loved ones to take care of everything when I’m gone. Is there like on our end being financial advisors? We have beneficiary designations. So if I set up an account through you […]
Planning for the Future: Introduction to Pre-Burial Trusts & Planning
Christy Sharkey So we’ll start off by telling you who we are. So I’m Christy Sharkey. I’m one of the licensed funeral directors at Hoy Funeral Home. I’ve been with our company for ten years now, Timothy Grant, he has been with us for almost 17 years. So we’re both licensed funeral directors. Christy Sharkey […]
Should I Use My Retirement Account to Pay Off Debt?
Particularly after the holidays, households are seeing their credit card debt increase. It may be tempting to turn to other sources of savings to pay down these balances.