Do You Know How to Navigate the Complexities of Estate Planning?

Do You Know How to Navigate the Complexities of Estate Planning?

Navigating the Complexities of Estate Planning: An Interview with Brittany Tedesco By Jason Gabrieli In the latest episode of the Dollar Wise Podcast, I had the pleasure of speaking with Brittany Tedesco from Bratton Law Group. Brittany, an estate planning attorney, has been an invaluable resource for our clients at HFM Investment Advisors. In our discussion, we delved into the intricacies of estate planning and the steps involved when a loved one passes away. Estate planning is a crucial, albeit somber, topic. Our goal was to provide listeners with clear and practical insights to help them navigate the legal and…

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How Do You Manage Finances After Experiencing a Loss?

How Do You Manage Finances After Experiencing a Loss?

Navigating Life's Transitions: An Interview with Brian Masessa, CPA By Jason Gabrieli, CFP At HFM Investment Advisors, our mission is to leverage our extensive experience to help clients navigate life's transitions smoothly. In our latest podcast episode, I had the pleasure of sitting down with Brian Masessa, CPA from Premier Accounting Services in Pitman, NJ. We delved into a sensitive yet crucial topic: managing the financial aftermath of a loved one's passing, specifically when how it applies to navigating the tax situation.  Setting the Scene Death is an inevitable part of life, but the complexities that arise in its wake…

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Grief to Relief: Saving on Taxes After Saying Goodbye

Grief to Relief: Saving on Taxes After Saying Goodbye

In this episode, Jason Gabrieli and guest Brian Masessa, CPA from Premier Accounting Services, delve into the financial complexities that arise when a loved one passes away. They discuss the essential steps executors must take, the intricacies of probate, and the importance of proper documentation. Brian explains the different types of taxes involved, including income and estate taxes, and offers advice on how to manage and mitigate these liabilities. This episode is a must-listen for anyone looking to understand how to handle financial responsibilities after a death. Tune into this episode to also learn: The critical steps in the probate…

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