- October 29, 2013
- admin
- Banking FAQs, FAQs, Guides
Table of Contents What banking fees do I need to look out for when shopping for an account? What are the different types of bank accounts available? What type of account should I open? How should I shop for a “best buy” bank account? How much protection is provided by federal deposit insurance? How can […]
- October 29, 2013
- admin
- Banking FAQs, FAQs, Guides
Table of Contents How do automated teller machine (ATM) and other electronic transfer transactions work? What should I do if I find an error related to an electronic fund transfer or ATM transaction? What happens if my ATM card is lost or stolen? Will I be able to use my ATM card overseas? How will […]
- October 29, 2013
- admin
- Affluent Individuals FAQs, FAQs, Guides
Table of Contents Will my estate have to pay taxes after I die? Do states also impose estate taxes? How can I minimize federal estate taxes? Can I avoid paying state estate taxes? Can I just give all my property away before I die and avoid estate taxes? Will my estate have to pay […]
- October 29, 2013
- admin
- Affluent Individuals FAQs, FAQs, Guides
Table of Contents Just what is probate? What is a living trust? Do I need a living trust? How does a living trust avoid probate? Is it expensive to create a living trust? Is a trust document ever made public, like a will? Does a trust protect property from creditors? Do I need a trust […]
- October 29, 2013
- admin
- Affluent Individuals FAQs, FAQs, Guides
Table of Contents How can I find out if contributions to a particular charity are tax-deductible? What information can I obtain from the IRS about a charity? What types of deductible contributions can be made to charity? What types of organizations generally qualify for a charitable deduction? What types of organizations generally do not qualify […]
- October 29, 2013
- admin
- Affluent Individuals FAQs, FAQs, Guides
Table of Contents How can I spot a charity scam? What should I watch out for with mail solicitations? What should I watch out for with door-to-door solicitations? How can I maximize my tax benefit from charitable contributions? What are the most tax-effective ways of donating? Should I make a planned or deferred gift? Is […]
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