August Estate Planning Workshop
Estate Planning Workshop. Essential documents to protect yourself and your loved ones.
August 2, 2021
Make the Most of a Roth IRA, Even If You’re Not Wealthy
For traditional 401(k) plans and IRAs, you generally get a tax break when you make contributions and then pay taxes on the withdrawals in retirement. In contrast, Roth versions of those accounts come with no upfront tax break, but qualified withdrawals are excluded from federal income taxes.
July 29, 2021
What Financial Actions Can Be Taken if a Parent Has Alzheimer’s?
If a person close to you has been diagnosed with Alzheimer’s disease, it may be time to address some serious financial questions.
July 23, 2021
What to Leave In, What to Leave Out with Retirement Assets
To be tax efficient, which types of assets should you live off of in retirement, and which should you plan on passing down? There’s a bit of art to the equation, and how you plan can make a big difference to your beneficiaries.
July 21, 2021
Will Medicaid Come after My Mom’s Estate?
Both of my parents entered a facility on Medicaid in January 2020. My dad passed two months later. Their home was sold in December 2020. My mom has been in rehab since a fall. When would the estate recovery begin? It’s confusing.
July 20, 2021
What Is the Process of Conservatorship?
A conservatorship, also known as a guardianship, is a legal mechanism set up for people who are unable to manage their affairs.
July 19, 2021
Medicare Surprises Do Exist
For some Medicare beneficiaries, health-care coverage ends up costing more than it does for most of their peers — and it’s not by choice.
July 18, 2021
Who Receives an Inherited IRA after the Beneficiary Passes?
What happens if a non-spouse beneficiary inherits an IRA account but dies before the money is put in her name. There were no contingent beneficiaries. Which estate would get the IRA?
July 16, 2021
Should You Add Someone to Your Bank Account?
I know of someone who was joint account holder with his dad for many years, then later his dad then appointed him as power of attorney. How does that work? Is the son still a joint account holder?
July 15, 2021
What Is the Required Minimum Distribution for 2021?
Whether you need to take required minimum distributions to live or find them to be a nuisance, here are some tips to make the most of withdrawing these funds.
July 13, 2021
