Consider taking RMDs at regular Intervals
Whether you need to take required minimum distributions to live or find them to be a nuisance, here are some tips to make the most of withdrawing these funds.
July 12, 2021
A Trust is an Option when Children are Minors
Do I need a trust in case something happens to me?
July 8, 2021
Do You Have to Probate an Estate when Someone Dies?
For most of us, the first time we ever thought about probating a will is when someone in our family has died. So, what does it mean to probate a will?
June 7, 2021
Assets not Covered by a Will
While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.
May 12, 2021
Managing an Inherited Retirement Account
So, you inherited a retirement account. Before you make any decisions on when and how to access the money, it’s worth familiarizing yourself with the rules that apply to different beneficiaries.
May 5, 2021
Qualified Charitable Distributions are a Tool
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.
April 13, 2021
Avoid Naming a Trust as Beneficiary of Your IRA
It’s generally a bad idea to name a trust as beneficiary of your IRA.
March 10, 2021
A Health Savings Account Can Be A Great Help
Open an HSA in minutes to help you save on taxes, cover medical expenses and grow your retirement nest egg.
February 25, 2021
Don’t Fail to Fund Your Trust
Revocable trusts are a very popular and effective estate-planning tool. However, the trust will be ineffective, if you do not actually place your assets in the trust.
January 29, 2021
Pay for Your Debts at Death
If you are concerned about incurring debt after a family member’s death or are worried how your own debt will impact your family, here are some things you should know.
December 30, 2020