Financial Prep

Preparing your finances for tax season can help you minimize stress and maximize your potential refund or minimize what you owe. Here’s a step-by-step guide to getting ready for tax season:

That Work

We’re all looking to save dollars these days, aren’t we? Here are several pointers to help you in that pursuit.

FAQs

What Is a Trust?

A trust is a legal arrangement where one party (the trustee) holds and manages assets on behalf of another party (the beneficiary) according to the terms set by the grantor (the person who creates the trust).