frugal-one
4-13-15, 4:12pm
We have a thread about kindness we have done to others but have to share a kindness done to us.
MIL passed away a few weeks ago and we have some financial questions and decisions to make. Needless to say, we are not versed in inheritance laws and taxes or, for that matter, who to actually contact to find out about these things. First, contacted a fee-based financial planner we have talked to in the past. He was so KIND and gave very good advice and suggested we contact a CPA rather than a tax attorney (who we thought we would need to contact). He spent quite a bit of time on the phone with us and said if we had any other questions, just to call him. He charged us NOTHING! He is gone this week so plan on making something (cookies or ?) when he gets back as a thank you.
So, today we went to see the CPA. I tried to make everything as easy to see as possible... making an outline of the issues. He spent about a half hour with us and again... we were charged NOTHING! We went to the local chamber and got a gift certificate and gave to him with a thank you card.
I am totally floored by the kindness extended by these two individuals. They truly made a difference in our lives during this difficult time.
MIL passed away a few weeks ago and we have some financial questions and decisions to make. Needless to say, we are not versed in inheritance laws and taxes or, for that matter, who to actually contact to find out about these things. First, contacted a fee-based financial planner we have talked to in the past. He was so KIND and gave very good advice and suggested we contact a CPA rather than a tax attorney (who we thought we would need to contact). He spent quite a bit of time on the phone with us and said if we had any other questions, just to call him. He charged us NOTHING! He is gone this week so plan on making something (cookies or ?) when he gets back as a thank you.
So, today we went to see the CPA. I tried to make everything as easy to see as possible... making an outline of the issues. He spent about a half hour with us and again... we were charged NOTHING! We went to the local chamber and got a gift certificate and gave to him with a thank you card.
I am totally floored by the kindness extended by these two individuals. They truly made a difference in our lives during this difficult time.