Adult Child


Please ask for help so that you do not pay taxes on money that is not legally taxed.  We are happy to talk to you about what is taxable, what is not, and how it is taxed.

Not Taxable for all age groups:

Not Taxable: Life Insurance payouts, funds already in a bank account, sale of personal car or other items, mattress money, other “old” previously taxed funds.

Taxable: Brokerage account liquidation, 401K or retirement distributions, other “new” not previously taxed funds. 

Maybe: Sale of their personal residence (highly unlikely!), liquidation of business assets or ownership, and a few other weird  money types. 

Call or email with any of your questions today!


We are always available for a consultation.  Please do not hesitate to call, email, or message us.  We understand that this is hard and we want to help make it as easy as possible for you.