What to Do with an Inherited IRA
Inheriting an IRA from a parent has a unique set of rules you need to know, which will help you make the most of the money you inherit and avoid a tax-time surprise.
October 12, 2021
Businesses should have a Buy-Sell Agreement
What happens at your company when a shareholder dies or becomes disabled, or wants to leave? These are just two of the potential scenarios that can be properly addressed with a buy-sell agreement.
October 4, 2021
Keep the Vacation Home in the Family
Vacation property can become a family legacy. Keeping your cabin, fishing lodge, hunting property or other special assets separate for future generations is often a special goal for a family.
September 10, 2021
New Installment of The Estate of The Union Podcast
In this new installment of The Estate of The Union Podcast, Brad Wiewel is joined by Ann Lumley, JD, the Director of After Life Services
September 2, 2021
Understanding the Responsibilities of the Trustee
A trustee is a fiduciary which, essentially, is a person that owes a legal, ethical and, perhaps, moral obligation to act in the interest of another.
August 24, 2021
Episode 7 of The Estate of The Union Podcast
We are estate planning and probate attorneys and we experience death weekly. The saddest aspect of our work is knowing that most, if not all,
August 20, 2021
Things that do not belong in a Will
In general, a last will and testament is an easy and straightforward way to state who gets what when you die and name a guardian for your minor children.
August 12, 2021
How to Distribute Inheritance to Disabled Child
First, before making a gift or bequest outright to your youngest son, consider whether now or in the future he will possibly be eligible for governmental assistance based on his disability and his own assets.
July 22, 2021
Celebrity Estate Planning Mistakes
If you do not learn from your mistakes, you are doomed to repeat them. In Estate Planning, if you do not learn from other’s mistakes, you are likely to repeat them.
July 20, 2021
Who Inherits IRA if the Beneficiary Passes?
What happens if a non-spouse beneficiary inherits an IRA account but dies before the money is put in her name. There were no contingent beneficiaries. Which estate would get the IRA?
July 14, 2021