Resource Articles | Life Events

At the beginning of each year, you’ll start to receive tax information in the mail. After using these forms to file your taxes, you might expect a tax refund. While you can choose to have it deposited to your bank account, the IRS controls the entire processing and transaction process.

During the loss of a loved one, it can be hard to think straight and know how to unravel your loved one’s finances once he/she passes. It can feel overwhelming trying to deal with all the details. We've compiled a checklist of the typical duties of an executor when settling an estate.

As the U.S. Treasury has begun depositing Economic Impact Payments to bank accounts, it's important for you to have the right tools and resources to check the status of your payment.

While the economy has been recently challenged due to the pandemic, the Extraco Wealth & Trust team is actively monitoring the situation and your valuable investments.

There are many benefits to creating a living trust. Here are the top three: 1. Avoid probate at death. Including multiple probates, if you own other property in another state. 2. It provides maximum privacy. 3. It can reduce or completely eliminate estate taxes.

The purpose of the title company is to make sure the title to the home is lawfully given to the buyer. Once the title company has completed its verification, it will support that guarantee with title insurance. Title insurance protects the bank and the owner if someone were to make a claim to the property.

Saving to buy a home can be overwhelming. Here is a list of costs you will need to consider when saving: 1. Down Payment 2. Closing Costs 3. Moving Expenses