March 25, 2022 •
Estate Planning 
Children and grandchildren motivate us to think about a will and life insurance. However, it is problematic to name minor children as beneficiaries.
Read MoreMarch 23, 2022 •
Estate Planning 
Trusts are often associated with the rich. However, the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.
Read MoreMarch 22, 2022 •
Estate Planning 
Like DMX and Prince, many Black Americans have failed to participate in the estate planning process.
Read MoreMarch 21, 2022 •
Estate Planning 
Tax rules on individual retirement accounts (IRAs) are different for inherited IRAs. Some differences are positive.
Read MoreMarch 18, 2022 •
Estate Planning 
Many estate executors focus on estate taxes and forget about income taxes. That can be an expensive mistake.
Read MoreMarch 17, 2022 •
Estate Planning 
The rise in the stock market over the past several years, teamed with the passage of the SECURE Act two years ago—as well as the scheduled 50% reduction in the size of the federal estate tax exemption four years from now—has resulted in a renewed interest in estate planning for IRA and 401(k) accounts owned by married couples.
Read MoreMarch 16, 2022 •
Estate Planning 
According to the U.S. Department of Agriculture, a middle class family raising a child to adulthood will spend over $233,000 on that child between the ages of 0 to 18. That doesn't even factor in the cost of college education, which can be thousands of dollars more per year once a child reaches adulthood.
Read MoreMarch 15, 2022 •
Estate Planning 
Presbyopia is estimated to affect 2 billion people globally, according to the American Academy of Ophthalmology (AAO).
Read MoreMarch 15, 2022 •
Estate Planning 
In today’s digital era, the departed will be survived by their electronic footprints, such as iPhone photo albums, Spotify playlists—and cryptocurrency wallets.
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