October 14, 2021 •
Estate Planning ![]()
Do my husband’s minor children from a prior marriage have any rights to any marital assets acquired during our marriage in the event he dies before me?
Read MoreSeptember 27, 2021 •
Estate Planning ![]()
The cryptocurrency market climbed to more than $2 trillion over the weekend. Investors who want to get in on those gains may want to add those assets to their IRA.
Read MoreSeptember 23, 2021 •
Estate Planning ![]()
Estate planning is a crucial part of any holistic financial plan, and financial advisors often work with estate planning attorneys for guidance in this area.
Read MoreSeptember 16, 2021 •
Estate Planning ![]()
If you’ve had an IRA and a 401(k) for many years, you may occasionally ask yourself some questions: ‘Am I contributing enough?’ ‘Am I still funding these accounts with the right mix of investments for my goals and risk tolerance?
Read MoreJuly 13, 2021 •
Estate Planning ![]()
My boyfriend and I have lived together for 13 years but he is still officially married to another woman. He has a life insurance policy and I’m the beneficiary, and I’m also the beneficiary of his 401(k). Do we need a will and do I have to worry about his wife getting the money?
Read MoreJune 30, 2021 •
Estate Planning ![]()
As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.
Read MoreMay 12, 2021 •
Estate Planning ![]()
While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.
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Putting your last wishes on paper is critical to ensuring your family is taken care of when you die.
Read MoreApril 13, 2021 •
Estate Planning ![]()
Qualified Charitable Distributions, which allow Individual Retirement Account holders in their 70s and older to divert some of their federally taxable required distributions to charity while reducing their federally taxable income, are back after a 2020 hiatus.
Read MoreMarch 26, 2021 •
Estate Planning ![]()
Married people in second marriages with prior children often have to balance the future well-being of their spouse with that of their own children.
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