Test Your Knowledge...

Over the years we have observed that most people operate under one or more misconceptions regarding financial matters.  And, because our purpose is, in part, to educate our clients regarding these types of matters, we will use this space to begin this process.  Listed below are a few questions which identify common misunderstandings:

A person should have a will in order to avoid Probate...
True False

  

Life insurance proceeds are not subject to estate tax... 
True False

   

Owning at least ten stocks or other investments will guarantee a safe portfolio... 
True False

 

Tax laws are designed to satisfy which of the following:
A. Revenue objectives B. Economic objectives
C. Social objectives D. A., B., & C.

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