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
Retirement Assets to include in your Planning
To be tax efficient, which types of assets should you live off of in retirement, and which should you plan on passing down? There’s a bit of art to the equation, and how you plan can make a big difference to your beneficiaries.
July 1, 2021
529s are Flexible Estate Planning Tools
People tend to think of ‘529’ education-savings plans as an excellent way to save and invest tax-free for college or schooling costs, and they are.
June 21, 2021
Handwritten Will can be a Serious Mistake
A holographic will is a will handwritten by the testator (the maker of a will). Holographic wills are recognized in about half of the states in the United States.
June 16, 2021
Not Everyone can Contest a Will
The death of a loved one results in an emotional grief that, when combined with large sums of money on the line, can cause the beneficiaries of the will or trust or the heirs of the deceased to challenge the validity, interpretation, or administration of the will or trust.
June 14, 2021
How to Perform the role of Executor Efficiently
The wave of people prompted by the COVID-19 pandemic to write their wills is creating yet another wave in estate planning: all the people being asked to one day put those wills into effect.
June 10, 2021
Consider a QTIP trust for your Blended Family
A popular technique is to use a qualified terminable interest property (QTIP) trust.
June 3, 2021
The Monthly Two Minutes – Blended Families
The Monthly Two Minutes – Blended Families We’ve started a new monthly video series that we are calling the The Monthly Two Minutes and are
June 1, 2021
Maximize your Use of the Roth IRA
Although the Roth IRA is often touted for the unique combination of benefits it offers to retirement savers, some of its perks often go overlooked. Here are four that you should know about.
May 24, 2021