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Posts by Sarah Fisher:
Utah does not have a state inheritance or estate tax. However, there is still a federal estate tax that applies to estates above a certain value. And like all states, Utah has its own unique rules and laws that apply to various aspects of the estate planning process. In this article, we break down Utah inheritance laws, including what happens if you die without a valid will. Note, though, that estate planning is a complicated process, and many people choose to work with a professional. Whether you’re planning your own estate or deciding how to invest your inheritance, it’s a good idea to find a financial advisor in your area who can help. Read more
Mississippi does not have either an estate tax or an inheritance tax, but there are other things you need to know about the state’s inheritance laws, including what happens if you die without a valid will. If you want professional guidance for your estate planning, or if you’ve just inherited a substantial amount of money, it’s a good idea to work with a financial advisor. The SmartAsset advisor matching tool will pair you with capable financial advisors in your area. Read more
New Mexico does not have a state inheritance or estate tax. However, inheritance laws can still get complicated if the deceased dies without a valid will. In this guide we’ll take an in-depth look at New Mexico’s inheritance laws, including taxation of estates, the probate process and inheritance situations when someone dies without a will. If you want professional assistance with your estate planning, it’s a good idea to find a financial advisor who specializes in the estate planning process. Read more
Illinois levies no inheritance tax but has its own estate tax. In this article, we break down Illinois inheritance laws, including what happens if you die without a valid will and where you may stand… Read more
Oregon charges its own estate tax in addition to the federal estate tax, but it doesn’t charge an inheritance tax. What follows is a guide to the state’s inheritance laws, including what happens if… Read more
Maryland levies both an inheritance tax and an estate tax, in addition to the federal estate tax. Here is an overview of what you need to know about probate and how the state’s laws vary according to… Read more
New Jersey no longer has an estate tax, but it still has an inheritance tax – albeit one with a number of exemptions. We break down New Jersey inheritance laws, including what happens if you die… Read more
Doing your taxes isn’t easy, and not everyone can afford professional help. There are many different free options that you may be able to use. Their availability depends on your age, income, military… Read more
Buying a vacation home might seem like the getaway that you’ve always dreamed of. But you should be aware of all that can go into buying and owning one. You’ll need to consider factors like whether… Read more
If you have $5 million to your name, you’re already doing things really well. Getting that money to last over time is an entirely different goal, though. That requires a specific type of investment… Read more
There is a wide range of investment options available to someone with $20,000 to invest, including mutual funds and individual securities. There are also good uses for money that go beyond what we… Read more
Financial advisors can earn a range of certifications and designations indicating their specialty and expertise. Two popular designations are CFA (chartered financial analyst) and CIMA (certified… Read more
A charitable gift annuity allows you to donate money to a non-profit, such as your alma mater. Planned giving can include charitable gift annuities. You can give back and get tax benefits. Meanwhile,… Read more
Whole life insurance covers you for the rest of your life, but universal life insurance offers much more flexibility. They are both types of permanent life insurance, which means they have a cash… Read more
American stocks trade primarily on the New York Stock Exchange and NASDAQ. The NASDAQ has a reputation as a more high-tech exchange. Meanwhile, the New York Stock Exchange, or NYSE, has a stodgier,… Read more
Not all retail investors have the time or inclination to manage their own portfolio of stocks and bonds. In addition, paying a professional to assess their needs and guide them as they buy and sell… Read more
Governments often influence the economy through fiscal and monetary policy. A central bank, such as the Federal Reserve in the United States, typically sets monetary policy. National governments,… Read more
The Securities & Exchange Commission (SEC) regulates much of the U.S. financial industry. This guide goes over the most prominent rules that the SEC enforces. Many of these regulations are focused on… Read more
Taxes can have a major impact on your financial and investing plans. Planning ahead for these costs can make your financial plan much more tax efficient. While many people only think about taxes when… Read more
Uniform Probate Code ideally standardizes the various state laws relating to wills and trusts. It also ideally simplifies the probate process. However, only a handful of states have use it. Probate… Read more
Before it was retired in 2018, the Series 62 license was one of the most common certifications among financial professionals, allowing them to become registered representatives authorized to trade… Read more
The College for Financial Planning is a degree-granting institution that has various financial certification programs available for students. It provides graduate degree, non-degree and continuing… Read more
Passing the Series 86 exam — also known as the Research Analyst Qualification exam — is necessary for anyone who wants to work as research analyst for a broker-dealer member of the Financial Industry… Read more
Tax professionals designated as accredited tax preparers (ATP) can help ensure an individual’s returns are up to the standards of the IRS. By passing an exam, the national ATP credential demonstrates… Read more
A Series 52 certification lets professionals trade municipal securities. Also known as the Municipal Securities Representative Qualification Examination, it’s one of the first steps toward a career… Read more
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