TAX & ESTATE ALERTS Flashcards
1
Q
Tax Refund
A
- $4000+ in a Tax Refund
2
Q
Tax Filing Status
A
-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)
3
Q
Will
A
-Does NOT have a Will
4
Q
Update Your Will
A
-Have NOT updated their will in last 3 yrs. This is just a courtesy reminder to do so and that is all.
5
Q
Beneficiary Update
A
-Has NOT updated Beneficiaries on ALL accounts