by Marilou Davido | Jan 29, 2022 | Resources
Mike Smith at CPS Horizon Financial shares some key information on what a 2nd to die life insurance policy is and why you should consider it. If you would like to explore if a 2nd to die life insurance policy should be a consideration, contact the WFA team at...
by Marilou Davido | Jan 18, 2022 | Resources
Lifetime Estate and Gift Tax Exemption If one gifts an amount that is above the annual gift tax exclusion ($19,000 for 2025), he or she will use a portion of his or her lifetime unified estate and gift tax exemption ($13.99 million for 2025). The increase of the...
by Marilou Davido | Jan 14, 2022 | Announcements
Please join us in congratulating WFA Asset Management Corporation is proud to announce that shareholder Marilou Davido has added the designation of Certified Divorce Financial Analyst (CDFA®) to her resume. Already a CPA and Certified Financial PlannerTM, Marilou...
by Marilou Davido | Jan 12, 2022 | Resources
For more information on Revocable Living Trusts from @uwmadison, click here.For more information on Irrevocable Living Trusts from Kiplinger, click here. What Is A Trust? A trust is a legal entity that allows a person to transfer assets to another person for...
by Marilou Davido | Jan 1, 2022 | Announcements
As we approach the end of December, it’s customary to reflect and give thanks for many things in our lives, and for all that we’ve achieved in the past year, both personally and professionally. Below are some of WFA’s highlights. We started 2021 with an updated look,...
