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Posts Tagged: Waller Financial
Dynasty Trust Planning – Passing On Your Values Along With Your Valuables
Dynasty Trust planning is designed to minimize the amount of taxes paid, predominantly estate, gift and generation-skipping taxes.
The Benefits & Pitfalls Of Joint Ownership
“Joint with Rights of Survivorship,” or “JTWROS,” is a type of ownership that affords two or more people equal ownership in an asset, which includes access.
ROI Or ROL, Which Is The More Important Metric?
Not too long ago, I attended the American Institute of Certified Public Accountants (AICPA) Advanced Personal Financial Planning conference. Mitch… Read more »
Make A Difference Day At Waller Financial
Every year our firm celebrates Make a Difference day. We volunteer at a local organization so we can give back to our community.