Tag: IRAs

We Want to Draft Your Legacy

What Is a Pour-Over Will?

May 25, 2022
A pour-over will is a particular kind of will created to work with a trust, with a goal of facilitating the transfer of assets if the person creating the trust (the grantor) has not transferred all of their assets into the trust.
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How Much can You Inherit and Not Pay Taxes?

November 24, 2021
Unless you spend your winters in Aspen and your summers in the Hamptons, you probably don’t have to worry about paying federal estate taxes on an inheritance. In 2021, the federal estate tax doesn’t kick in unless an estate exceeds $11.7 million.
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What Happens If You Don’t Name Beneficiaries?

September 16, 2021
If you’ve had an IRA and a 401(k) for many years, you may occasionally ask yourself some questions: ‘Am I contributing enough?’ ‘Am I still funding these accounts with the right mix of investments for my goals and risk tolerance?
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Does a Will Supersede a Beneficiary Form?

January 25, 2021
If you haven't reviewed your beneficiary designations recently, you may be setting your heirs and estate up for some unpleasant surprises.
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Planning for Gray Divorce in Florida

March 6, 2020
Rising divorce rates among Americans over the age of 50 are causing more conflict in estate planning, new data shows.
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