May 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 19, 2021 •
Estate Planning ![]()
If you are planning to take another walk down the aisle, it is critical to take the time to review and revise your estate plan, especially if meaningful assets and debts are being brought into the marriage.
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.
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 4, 2021 •
Estate Planning ![]()
By definition, a Will accounts for a person’s wishes of how their assets and estate should be distributed and handled once they die. It spells out who should get what and who should do what, after the benefactor’s demise.
Read MoreFebruary 9, 2021 •
Estate Planning ![]()
Gray divorce issues include weaving through the complications of splitting pensions, 401(k)s and more before the process is complete.
Read MoreDecember 21, 2020 •
Estate Planning ![]()
IRAs are a great way to save for retirement, but what happens if you contribute to a Roth IRA and your income is too high? Or you contribute more than you're allowed to a Roth or traditional IRA?
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