Doctors: Love & Money
Key Questions for you and your partner that will keep your financial relationship on steady ground:
(1) What is your relationship to money? Do you like to spend or save?
(2) How do you feel about debt? Credit card, mortgage, student loans, etc.
(3) What is your investment philosophy?
Read More“…Estate Planning for Doctors – Part I
Currently all assets at the time of death are subject to state estate tax (aka inheritance tax - most states have them but not all!) and federal estate tax
- Currently federal estate tax does not apply until estate value exceeds…
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