April 6, 2021 •
Estate Planning ![]()
Have you made any plans to distribute your assets and take care of your family, when you die or become incapacitated?
Read MoreApril 5, 2021 •
Estate Planning ![]()
When you hear the word trust fund, you might think of the uber-wealthy giving their kids a big chunk of cash on their 25th birthday. However, trust funds aren’t just for the rich.
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.
Read MoreMarch 25, 2021 •
Estate Planning ![]()
When an estate is named beneficiary of an IRA, what is the method of distributing it to one individual in the most tax-effective way?
Read MoreMarch 23, 2021 •
Estate Planning ![]()
Inheriting a residential property like a house marks the end of a life and the beginning of deciding what to do with the property and implementing that plan.
Read MoreMarch 19, 2021 •
Estate Planning ![]()
Many baby boomers may hesitate to discuss money with their children, but the reality is that a massive amount of wealth will be transferred in the next couple of decades.
Read MoreMarch 18, 2021 •
Estate Planning ![]()
If you’re in a blended family, you’re already aware of the emotional and financial issues involved in your daily life. However, what about the future?
Read MoreMarch 17, 2021 •
Estate Planning ![]()
My 91-year-old mother-in-law died on Dec. 13, 2020. There was no will, so we are currently working our way through the probate process. Her income was less than $20,000 a year from Social Security and we can’t find any tax returns she filed. Was she required to file?
Read MoreMarch 12, 2021 •
Estate Planning ![]()
Larry King's handwritten will was recently obtained by outlets. It reportedly left out his estranged wife.
Read MoreMarch 10, 2021 •
Estate Planning ![]()
By being very selective about who receives which type of money—whether Traditional or Roth IRAs, after-tax brokerage accounts, life insurance, etc.—you can dramatically cut the share that goes to the IRS and increase the amount going to your family.
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