The Difference between Revocable and Irrevocable Trust
A trust is an estate planning tool you may consider using if you want to go beyond drafting a last will and testament.
October 4, 2022
What Penalties Hurt Retirement Accounts?
The following are penalties to avoid at all costs when contributing to or withdrawing from retirement accounts.
September 30, 2022
Did Actress Anne Heche have a Will?
The oldest son of Anne Heche has filed a petition to assume control of the late actress’s estate.
September 30, 2022
Why are Living Trusts a Good Idea?
Whether you are trying to protect your assets from possible creditors, prevent young heirs from spending their inheritance or minimize estate taxes, there is likely a trust for you.
September 30, 2022
How are Scammers Trying to Trick Seniors with Medicare?
The federal government is warning people with Medicare about scam artists offering ‘free’ COVID-19 tests.
September 30, 2022
What If Estate Is Beneficiary of an IRA?
It may sound like it makes sense, and it might be easier than picking a person (or two) to name, however there are some serious downsides to naming your estate as the beneficiary for your IRA.
September 26, 2022
Planning for Long Term Care Is Important
What types of decisions have you and your loved ones made, or avoided making, about planning for the years ahead?
September 26, 2022
Why Is a Will So Important?
The thought of preparing your own will might feel a little daunting, bringing an onslaught of emotions like fear or sadness.
September 19, 2022
Can Unequal Inheritances Be Fair?
The vital thing to acknowledge is that the emotions behind the reasons are not trivial but are essential and should not be dismissed or minimized.
September 19, 2022
How Do You Provide Financial Help for a Special Needs Child and Retirement Too?
People with children who cannot support themselves need to think well past their own lifetime and figure out how to provide for children after they are gone.
September 19, 2022
