How Do I Avoid Probate?
There are good reasons why people want their estates to avoid probate, and a lot of ways to do it.
April 18, 2022
Organize Your Important Papers and Get Personal and Financial Affairs in Order
The first step in getting your affairs in order is to gather up all your important personal, financial and legal information, so you can arrange it in a format that will benefit you now and your loved ones later.
April 18, 2022
How Does a Trust Fund Work?
Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
April 18, 2022
What are the New IRA Distribution Rules?
The Internal Revenue Service (IRS) recently issued much anticipated proposed regulations that clarify and revise some of the required minimum distribution (RMD) rules for qualified plans (i.e., 401ks, 403bs, etc.) and individual retirement accounts (IRAs).
April 18, 2022
Do Most People Need a Living Trust?
If you’re putting together an estate plan, you have no doubt heard about the benefits of a living trust.
April 18, 2022
What Should I Leave Out of My Will?
Unfortunately, there are several common missteps people make in their estate planning that can lead to unwanted results. Read on to discover the two things you should never include in your will, as well as what to substitute instead.
April 14, 2022
What are the Biggest Retirement Costs Often Overlooked?
Does your retirement budget account for all of these costs?
April 14, 2022
April 14, 2022
Can I Pay Less Taxes on My Retirement Funds?
You don’t get to use all the money in your traditional 401(k) and IRA for retirement because you still have to pay taxes on it.
April 11, 2022
No Will? What Happens Can Be a Horror Show
It’s hard for a family to recuperate when the patriarchs and matriarchs have gone to glory, leaving a battle for who will carry the family’s leadership role and manage the family’s transition of wealth.
April 8, 2022
