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.

What to Do with an Inherited IRA?

What to do with an inherited ira

Some inherited assets are tax-friendly, but under new rules, others come with a hefty tax bill. We help you get the most out of a legacy.