Protecting a Vulnerable IRA Beneficiary
Most IRA owners want the person they’ve named as IRA beneficiary to delay the payment of income taxes for as[...]
The SECURE Act: How It Will Affect You and the Beneficiaries of Your Retirement Accounts
The SECURE Act, which was effective January 1, 2020, is the most impactful legislation affecting retirement accounts in decades. The[...]
How About A New Year’s Resolution To Finally Get A Will?
Married couples often believe they don’t need Wills because if one of them died, everything would simply pass to the[...]
Things To Continually Review In Your Current Estate Plan
October 21-27, 2019 was Estate Planning Awareness Week. Now that summer vacations are over and the kids are back in[...]
Estate Planning Awareness Week: The Importance to You and Your Family of Having an Estate Plan
In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing[...]
You Are Named As Dad’s Power of Attorney, What Does That Mean?
As our population ages, more and more adult children find themselves having to help a parent or other elderly relative[...]
How You Can Help A Widow
The day before my husband’s funeral, two of his friends came and mowed the lawn. Two weeks after the funeral,[...]
Protect Your IRA For Your Young Beneficiaries
Because the income tax on an IRA is deferred, a beneficiary who inherits an IRA is required to either: withdraw[...]
Pros and Cons of a Joint Account with Mom or Dad
Adding a child to a bank account might seem like the perfect solution to safeguarding an elderly parent’s finances. Once[...]

Blog Categories

Download Our Free Gift

The Number One Thing You Need to Know About Estate Planning