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You’ll locate all your important documents, titles, deeds and policies and get them set in one secure

Harvesting Tax Losses: This involves selling securities in your portfolio at a loss to offset capitals Portfolio managers may have to sell appreciated securities to meet redemptions. Selling other securities in your portfolio at a loss can offset those gains and decrease or wipe out

copies of their estate documents, giving them access to all of the financial and estate plan data in one secure

This includes 401(k)s, investments, bank accounts, and social media.

bill,” explains that current state law doesn’t adequately address what happens to digital assets (like social

Personally identifiable information should be in a secure, encrypted electronic file or in a safe deposit

deduct up to 50% of your adjusted gross income (AGI) for cash gifts—and 30% for donated appreciated securities—to

required information, including passwords, to access your online accounts—your financial accounts, social

• Senior day care: For independent seniors that do not need a high level of care and would like to socialize visit a care center, where basic health care is provided along with a variety of entertainment and social

Adult day care services is a type of program that provides health and social support in a supervised

During the time shortly after death, criminals are able to use social security numbers and other information help speed up this process and also limit thieves access to information in several ways: · Call the Social Security Administration to report the death. · Send copies of the death certificate (via certified mail their information by looking through obituaries and gathering enough data to find the individual’s social security number.