TAX & ESTATE ALERTS

Question 1

Tax Refund

Answer 1

• $4000+ in a Tax Refund

Question 2

Tax Filing Status

Answer 2

-They are single and based on their responses should be filing as “Head of Household” (which means they have a dependent living w/them (either a parent or child), and they pay 51% of the household expenses)

Question 3

Will

Answer 3

-Does NOT have a Will

Question 4

Update Your Will

Answer 4

-Have NOT updated their will in last 3 yrs. This is just a courtesy reminder to do so and that is all.

Question 5

Beneficiary Update

Answer 5

-Has NOT updated Beneficiaries on ALL accounts