Financial Tools

Life Events

Life is full of milestones. It’s those significant events that we all go through at some point in our lives, like getting married, having a child, buying a home, a divorce, the death of a loved one, etc. Most of these events will affect not only our emotions and finances, but will also have significant tax implications that are often overlooked at the time of the event.

This section is devoted to providing tax information related to a variety of life events. It will be a useful guide that covers everything you need to know about the specific event that you are experiencing. It tells you what to expect, things to avoid, the possible consequences of making such a move, and different scenarios that may apply to the situation.

We hope that the information provided in this section will help you cope with any life event that comes your way and encourages you to seek professional assistance when necessary.

Birth of a Child

Buying a Home

Death of a Loved One