Can Unequal Inheritances Be Fair?

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.

Why You Need an Estate Plan

Why You Need an Estate Plan

Do you know what will happen to your property, belongings, and debt when you die? What about your children? If you haven’t created an estate plan, now’s the time to start. Here’s how.

The Future of Your IRA and How the SECURE Act Changed the Rules

The Future of Your IRA and How the SECURE Act Changed the Rules

The Setting Every Community Up for Retirement Enhancement (Secure) Act upended inherited IRAs for most non-spousal beneficiaries. The 10-year rule for withdrawing from inherited IRAs eliminated the ability to stretch inherited IRAs for these beneficiaries.

Why Have a Joint Revocable Trust?

Why Have a Joint Revocable Trust

Establishing a joint revocable trust can be an ideal estate planning tool for the benefit of your children, grandchildren and beyond.

Can You Set Up a Trust After Death?

Can You Set Up a Trust After Death

In estate planning, the use of trusts to manage the distribution of assets is becoming increasingly more common. However, for many people, the idea of setting up a trust during his or her lifetime is overwhelming and perhaps even unnecessary.

Why Should I Name a Beneficiary?

Why should I name a beneficiary

Lewis established an irrevocable trust, in which he named ‘his son’s spouse’ as a beneficiary. At the time Clark, the son, was married to Vivian.