Customized Financial Strategies to Carry You Through Life
You know that managing your money, both for today and for the future, is a task of utmost importance. But actually casting a vision for your finances and then crossing the t’s and dotting the i’s to implement a plan for your success is easier said than done.
That’s where Favor Wealth comes in. We are an independent financial services firm dedicated to partnering with our clients to create a personalized, flexible plan that will help them achieve their biggest financial goals and quell their most stressful financial worries. Our goal is to help you sleep better at night and live a meaningful, fulfilling life. Instead of worrying about what’s around the corner, you can focus on what you value most.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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