Life Events | Wulstein Financial Services and Company

June 25, 2018

What can I do to reduce my bank fees?

The following are a few ways to lessen your bank fees: Look into what is necessary to get free checking and free ATM usage and do […]

June 25, 2018

What can I do to resolve a consumer complaint?

You should first approach the seller of the item. Then, get in touch with the relevant consumer agency. If neither of the previous provides adequate results, […]

June 25, 2018

If my spouse died without a will, how will his/her assets be distributed?

The law will pass on the jointly held assets with right of survivorship on to the joint holder. The designated beneficiary of the insurance policies and […]

June 25, 2018

Are distributions of a retirement plan or IRA of the deceased taxable?

Typically, yes because it is considered income with regards to the decedent. The tax is due by the recipient because the deceased had not paid the […]