July 12, 2021 •
Estate Planning ![]()
What happens if a non-spouse beneficiary inherits an IRA account but dies before the money is put in her name. There were no contingent beneficiaries. Which estate would get the IRA?
Read MoreJuly 9, 2021 •
Estate Planning ![]()
My sister passed away. Her only possession was her home, which still has a mortgage and she left it to my son and daughter, her niece and nephew. What inheritance tax will there be?
Read MoreJuly 6, 2021 •
Estate Planning ![]()
The Wealth Advisor’s recent article entitled “Beware of These Common Estate Planning Scams” advises you to avoid these common estate planning scams. Cold Calls Offering to Prepare Estate Plans. Scammers call and email purporting to be long lost relatives who’ve had their wallets stolen and are stranded in a foreign country. Seniors fall prey to…
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 MoreJune 24, 2021 •
Estate Planning ![]()
The word “estate” has always been connected to “ultra-rich” families, those with a lot to leave behind after their death. However, definitions have now changed, and anyone who has anything to leave behind needs to plan their estate.
Read MoreJune 21, 2021 •
Estate Planning ![]()
You may be running your business for years without any thoughts of selling and then suddenly receive an offer to buy your firm. It could be from a private equity group, a competitor or a key customer or supplier.
Read MoreJune 10, 2021 •
Estate Planning ![]()
Estate planning can be an emotional and challenging endeavor. However, here are three tips to make it easier and to help you prepare for the future.
Read MoreMay 28, 2021 •
Estate Planning ![]()
Wealthy families could face combined tax rates of as much as 61% on inherited wealth under President Joe Biden’s tax plan, according to a recent analysis.
Read MoreMay 27, 2021 •
Estate Planning ![]()
Payable on death accounts can help streamline the process of transferring certain assets to loved ones, after you pass away.
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