How Should I Handle an Inheritance?

how should i handle an inheritance

Although you may be excited about the prospect of receiving unexpected money, there are certain financial moves experts say you should make to make sure you’re prepared for that inheritance.

Why Do I Need an Estate Planning Attorney?

Why do I need an Estate Planning Attorney

These are among the things an estate attorney can help you with planning. That’s why it’s essential to ensure you have one by your side, if you’re leaving an inheritance behind.

Can I Use a Roth IRA in Estate Planning?

Roth IRA for Estate Planning

Roth IRAs and Roth IRA conversions have received a lot of press recently. Between the various tax proposals that have been floating around Congress and normal year-end tax planning strategies, Roth IRAs are a popular topic.

TOD and POD Accounts: What’s the Difference?

TOD & POS what is the difference

A TOD account allows the account holder to name a beneficiary on a non-retirement financial account to receive assets at the time of the account holder’s death, thereby (generally – i.e., when used correctly) avoiding probate.

Common Mistakes in Claiming Social Security

Common mistakes in claiming Social Security

Social Security benefits serve an essential role in most Americans’ retirement plans. Yet many people — even soon-to-be retirees — know little about how the program works or how to get the most from the benefits they’ve earned.