The rules governing Inherited IRAs have Changed in Recent Years
The rules governing inherited retirement accounts have changed in recent years.
March 10, 2026
Outdated Beneficiary Designations can Quietly Override Carefully Written Estate Plan
Outdated beneficiary designations can quietly override even the most carefully written estate plan.
March 3, 2026
Beneficiary Designations Usually Take Precedence over Will
Many people assume a will controls all assets after death—but beneficiary designations often override it entirely.
June 2, 2025
A Well-Planned Strategy ensures Families maximize Financial Aid when planning for College
Securing a child’s education starts with smart financial planning. Avoiding FAFSA mistakes and structuring college savings wisely can maximize financial aid and protect family assets.
March 13, 2025
What Kind of Trust Helps a Family with Young Children?
My trust can also ensure that if I die while my daughter is a minor, my money will meet her needs as she grows up.
March 11, 2025
Self-Employed must take a Proactive Approach to Estate Planning
Freelancers and self-employed individuals face unique challenges in estate planning, requiring tailored strategies to protect their assets, businesses and loved ones.
January 16, 2025
A Trust Only Works if it is Properly Funded
Creating a trust is only half the battle—funding it ensures that your assets are protected and distributed according to your wishes.
January 9, 2025
Proper Estate Planning can Protect Couples with Big Age Gaps
Relationships with significant age gaps come with unique rewards and challenges, especially for couples discussing how to manage their estate later in life.
October 30, 2024
Understanding Primary and Contingent Beneficiaries is essential for Estate Planning
Contingent beneficiaries provide a safety net, if the primary beneficiary cannot receive the assets from an estate or proceeds from a life insurance policy or retirement account.
September 3, 2024
Charitable Remainder Trusts may be Solution to Stretch IRA loss
The SECURE Act killed the stretch IRA. However, a properly constructed charitable remainder trust can deliver similar benefits, with some caveats.
June 6, 2024