Family Finance

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October 4, 2023 2 min read Definitions
Intestate: What Happens When You Die Without a Will?
Estate Planning Legal Framework Family Finance Intestacy Estate Planning Wills and Trusts Inheritance Law Family Wealth
Exploring the concept of dying intestate, how estates are handled without a will, and the laws of intestacy that dictate asset distribution.
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October 4, 2023 3 min read Definitions
Dependency: The Financial and Tax Implications of Claiming a Dependent
Personal Finance Tax Planning Family Finance Dependents Tax Credits IRS Family Finance Tax Exemptions
Learn how claiming a dependent on your taxes affects your financial landscape, including eligibility for credits and the requirements set by the IRS.
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October 4, 2023 3 min read Definitions
Joint Tax Returns: Benefits for Married Couples
Personal Finance Taxes Family Finance Joint Tax Return Tax Filing IRS Married Couples Tax Benefits
Explore the advantages and eligibility criteria of filing a joint tax return. Learn how married couples can benefit from combined incomes and potentially lower tax brackets.
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October 4, 2023 3 min read Definitions
Publication 972 Explained: Understanding the Child Tax Credit Pre-2021
Taxation Personal Finance Family Finance Child Tax Credit Publication 972 IRS Tax Guidance Tax Credits
Dive into the essential guide of IRS Publication 972, which offered a roadmap for claiming the Child Tax Credit for tax years 2020 and earlier.
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October 3, 2023 3 min read Definitions
Tenancy by the Entirety: A Guide for Married Couples
Real Estate Legal Concepts Family Finance Property Ownership Marital Rights Estate Planning Survivorship Rights Legal Protection
Explore the nuances of Tenancy by the Entirety, a form of joint property ownership for married couples offering unique legal protections and a right of survivorship.
Read more about Tenancy by the Entirety: A Guide for Married Couples.

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