Could Your Estate Plan Be a Disaster?

Could Your Estate Plan Be a Disaster

We’re all looking to save taxes, court costs, legal fees and ‘make it simple’ for our heirs. A last will and testament is the cornerstone of all estate planning, maybe with a trust.

How to Maximize Lifetime Social Security Benefits

How to Maximize Lifetime Social Security Benefits

As retirement nears, you may be wondering when to start taking Social Security payments. These benefits are primarily based on your earnings during your working years and your age when you start receiving benefits.

What Do You Need to Do When a Spouse Dies?

What Do You Need to Do When a Spouse Dies

Death, while inevitable, is not often predictable. This can leave many people financially unprepared if their spouse suddenly dies–especially if the deceased was the one that took care of the household balance sheet.

Do You Want to Be an Executor?

Do You Want to Be an Executor

Only you know your capacity and willingness to serve, or the degree of need expressed by the person asking you. However, it should help to know first that if you do decide to accept, there can be help out there and second there are standard procedures and practices you can follow.

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.

What are the New IRA Distribution Rules?

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).