news
Are life insurance policies paid monthly?
Life insurance premiums are typically paid on an annual or monthly schedule, but you are often given the option to pay semi-annually (twice per year) or q...
Jul 30, 2026 • 1 READS
general
Can I sue a company for losing my money?
In theory, if you have lost money because your broker (or any financial institution) gave you bad advice, mismanaged your investments, misled you in any w...
Jul 30, 2026 • 1 READS
updates
Are survivor benefits split between siblings?
child/children (even if there is no surviving spouse eligible for a benefit) for each child up to a maximum of two children. This amount shall be divided ...
Jul 30, 2026 • 0 READS
news
Can a custodial parent claim the kids on their taxes?
This is important to note: If both you and your ex filed for the deduction, whoever files second will automatically be rejected by the IRS, even if you’re...
Jul 30, 2026 • 1 READS
general
Who owns equity trust?
Desich family Equity Trust is a private corporation ultimately owned by members of the Desich family. Tr. 200, 650. Its principal place of business is in ...
Jul 30, 2026 • 1 READS
general
When do you get a 1099-R for life insurance?
This means it’s possible to receive a 1099-R even when no taxes are due on the distribution. For example, if you take out a $50,000 loan against a univers...
Jul 30, 2026 • 1 READS
news
Can a tax refund be split between two accounts?
You can split your refund among up to three different U.S. financial institutions as long as they will accept a direct deposit to your account. Remember: ...
Jul 30, 2026 • 1 READS
general
Are Excise and sin taxes the same?
A sin tax is an excise tax on socially harmful goods. An excise tax is a flat tax imposed on each item sold. The most commonly taxed goods are alcohol, ci...
Jul 30, 2026 • 1 READS
news
Can I file for divorce if we still live together in Texas?
Yes. You can obtain a divorce in Texas as long as one party meets the residency requirements. However, you will need a long arm provision, which incurs an...
Jul 30, 2026 • 1 READS
updates
How do I correct an over contribution to a Roth IRA?
You have a few options if you discover an excess contribution after you file your taxes: Contact your plan administrator and file an amended tax return. C...
Jul 30, 2026 • 1 READS
