November 24, 2020 •
Estate Planning ![]()
The SECURE Act killed the stretch IRA but instead of mourning, advisors can help clients make up the loss.
Read MoreNovember 23, 2020 •
Estate Planning ![]()
Do you have accounts, records or information that are accessed using your mobile phone, through an internet connection, or by using a keyboard or through a touch-screen or tablet?
Read MoreNovember 20, 2020 •
Estate Planning ![]()
A trustee is a manager of assets in a trust. The grantor creates the trust and appoints the trustee. A trustee has a ‘fiduciary duty’ to serve the grantor and not benefit personally.
Read MoreNovember 19, 2020 •
Estate Planning ![]()
If you are the parent of a person with special needs, you are well aware that the role you play is very different than it may be for other children. Properly planning to meet their financial needs, both in the immediate and long term, is a critical part of supporting your child. This support must often continue well past the typical age of adulthood, which means parents need to put in place financial tools to care for their children, in the event of the parents’ death.
Read MoreNovember 18, 2020 •
Estate Planning ![]()
The death of your spouse is a period of unimaginable grief. Unfortunately, there are many legal and financial obligations that will not wait.
Read MoreNovember 17, 2020 •
Estate Planning ![]()
Are you among the millions of workers who have fallen behind on retirement savings?
Read MoreNovember 16, 2020 •
Estate Planning ![]()
Moving elderly parents into your home can bring daunting challenges and unexpected closeness. Over the past 20 years, parents living with their adult children has become increasingly common.
Read MoreNovember 13, 2020 •
Estate Planning ![]()
Personal property is a unique category of asset. Even in the simplest after-death distribution, personal property can become a hindrance to final distribution. There are a couple of reasons why.
Read MoreNovember 12, 2020 •
Estate Planning ![]()
My mother and father had retirement funds. My father passed and it went to my mother. My mother got remarried and she had a will when she died. My stepfather is to get what they agreed upon. She never made him the beneficiary of that retirement fund that was between my mother and father., However, when I asked to see the amount of this fund, the executor would not produce it. How can we find out the amount?
Read MoreNovember 11, 2020 •
Estate Planning ![]()
Though Social Security helps millions of seniors stay afloat financially, living on those benefits alone could mean winding up cash-strapped in retirement.
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