December 14, 2020 •
Estate Planning ![]()
The financial institution is obligated to distribute the CD to the person or entities that otherwise would be entitled to receive it.
Read MoreNovember 24, 2020 •
Estate Planning ![]()
The SECURE Act killed the stretch IRA but instead of mourning, advisors can help clients make up the loss.
Read MoreNovember 17, 2020 •
Estate Planning ![]()
Are you among the millions of workers who have fallen behind on retirement savings?
Read MoreOctober 21, 2020 •
Estate Planning ![]()
Estate planning is the process of transferring the management of your assets, if and when you are unable to manage them yourself due to disability or death. Whether you have $100 or $100 million you should have an estate plan.
Read MoreOctober 14, 2020 •
Estate Planning ![]()
The probate process refers to court proceedings that you have to go through when a loved one passes on, and they have left an asset in their name.
Read MoreSeptember 18, 2020 •
Estate Planning ![]()
A will is just one of several legal documents that help your loved ones know your end-of-life wishes.
Read MoreJune 1, 2020 •
Estate Planning ![]()
In most instances, a will is required to go through probate to prove its validity. Investopedia’s recent article entitled “When the Beneficiaries of a Will Are Notified” explains that there are exceptions to the requirement for probate, if the assets of the diseased are below a set dollar amount. This dollar amount depends on state…
Read MoreMay 29, 2020 •
Estate Planning ![]()
Most consumers are familiar with the beneficiary designation form they complete when opening an IRA or 401(k). The form designates who receives the asset, if the account owner dies. However, these forms can create confusion, unintended bequests and family turmoil, if not adequately monitored.
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When is the last time you updated your will? Could your beneficiaries have changed? If you have a trust, did you actually fund it? Is your plan ready for the new SECURE Act? Here are five mistakes you don't want to make.
Read MoreApril 13, 2020 •
Estate Planning 
Life insurance may play a vital role in an estate plan, because insurance proceeds can be counted on to provide liquidity when it’s needed.
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