January 7, 2022 •
Estate Planning 
Good estate planning must consider more than what you want to happen to your property and for your beneficiaries. It also must consider what you intentionally want to avoid happening.
Read MoreJanuary 6, 2022 •
Estate Planning 
One of the most useful estate planning tools is a trust, which can be used to create a legacy of wealth and protecting assets. One question to consider when creating one, is whether a grantor or non-grantor trust is more appropriate. A non-grantor trust is any trust that is not a grantor trust.
Read MoreJanuary 5, 2022 •
Estate Planning 
My ex-husband passed away. However, I was named the beneficiary on his 401(k). Even though we are divorced, do I still have a right to it?
Read MoreJanuary 4, 2022 •
Estate Planning 
If you’ve ever spent time working through your estate plan, you know how important it is to select and update your beneficiaries.
Read MoreJanuary 3, 2022 •
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.
Read MoreDecember 21, 2021 •
Estate Planning 
Uncle Sam is not the only one looking for a piece of your retirement income. Is your state on this list?
Read MoreDecember 20, 2021 •
Estate Planning 
The presence of a pet can be reassuring, can provide comfort and can even deliver some important health benefits.
Read MoreDecember 17, 2021 •
Estate Planning 
What happens if you are named an heir in an estate but you don’t want it? Does it go the person’s children if you reject the inheritance?
Read MoreDecember 16, 2021 •
Estate Planning 
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.
Read MoreDecember 15, 2021 •
Estate Planning 
However, in a world where more and more of our personal information is stored online, it's also imperative to make a digital estate plan, so your loved ones can access your digital property.
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