August 19, 2020 •
Estate Planning ![]()
If you think of estate planning as something only ultra-wealthy people need to do, you're not alone. That's a common misconception.
Read MoreAugust 18, 2020 •
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Immediate annuities (also known as payout or income annuities) require you to pay to an insurance company. The insurer will send you a stream of payments, starting right away.
Read MoreAugust 17, 2020 •
Estate Planning ![]()
Some marriages end in noise and pain. Other marriages drift away quietly with the signing of documents and only a hint of acrimony.
Read MoreAugust 14, 2020 •
Estate Planning ![]()
All real estate investors need to consider what to do with all of their real estate assets when estate planning. After all, the last thing you want is to have your will end up in probate court, where it could be years before your estate settles. With that in mind, here are some options on how to include real estate investments in your will.
Read MoreAugust 13, 2020 •
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Has the Covid-19 stock market volatility caused your retirement accounts to decline? Will the temporary suspension of required minimum distributions (RMD) or a reduction in your compensation lower your 2020 tax liability?
Read MoreAugust 12, 2020 •
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While some celebrities have mustered up a fortune of their own - whether it be through their acting careers or foray into creating signature perfumes - some of Hollywood's biggest names are actually the heiresses to even bigger players in the entertainment world and beyond.
Read MoreAugust 11, 2020 •
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Looking for an extra incentive to spend some quality time with your grandchildren? Try telling their parents that it could extend your life.
Read MoreAugust 10, 2020 •
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If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.
Read MoreAugust 7, 2020 •
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Whenever you open a financial account, you’re almost always asked to name a beneficiary. Simply stated, a beneficiary of the account is someone who is entitled to the benefits of the account, typically, on the death of the account holder. If you’ve purchased life insurance, for example, you name a beneficiary who receives the benefits of the policy when you pass.
Read MoreAugust 6, 2020 •
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It's never too early to start working on how your things will be handled, once you pass away.
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