August 13, 2020 •
Estate Planning ![]()
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 •
Estate Planning ![]()
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 •
Estate Planning ![]()
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 •
Estate Planning ![]()
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 •
Estate Planning ![]()
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 •
Estate Planning ![]()
It's never too early to start working on how your things will be handled, once you pass away.
Read MoreAugust 5, 2020 •
Estate Planning ![]()
So, you’ve decided that a family member won’t be getting an inheritance, after all. Maybe you have an ungrateful or irresponsible family member you want to cut out of the will.
Read MoreAugust 4, 2020 •
Estate Planning ![]()
As you plan how you will leave your estate, it is important to your family’s future that you leave a legacy with well-executed documents. It’s also essential that you understand all of the roles of the people involved in your estate, especially the person or organization who will manage your estate.
Read MoreAugust 3, 2020 •
Estate Planning ![]()
Writing a will is an important part of creating a financial and estate plan. A will allows you to specify how you want your assets to be distributed among your heirs after you pass away. You can also use a will to name a legal guardian for your minor children. However, what happens if you need to change the terms of your will? That’s where a codicil can help.
Read MoreJuly 31, 2020 •
Estate Planning ![]()
Talking about death makes most of us uncomfortable, so we don't plan for it. That's a big mistake, because if you don't have an end-of-life plan, your state's laws decide who gets everything you own.
Read More
