Trust can be Designed to be Millennial Friendly
If your estate plan benefits Gen Y (also known as Millennials) it’s important to design a trust that supports what makes them thrive.
March 22, 2023
How to Avoid Common IRA Errors
Millions of Americans use both traditional and Roth IRAs to save for retirement. However, that doesn’t mean they all have a full understanding of how IRAs work.
March 15, 2023
Consider Annuities in your Estate Planning
An annuity beneficiary is a person or entity that receives the benefit of an annuity after the death of the annuity owner. Who you choose to be the beneficiary of your annuity depends on several factors, including the type of annuity you own and your financial goals for it.
March 2, 2023
Naming a Secondary Beneficiary is critical
Naming secondary beneficiaries can help estate planners avoid the delay and costs of going through probate, as well as ensure that your wishes are carried out.
February 10, 2023
Ideas to improve Business Succession Planning
A frequent complaint by next-generation members is that the senior generation never fully lets go of business tasks.
February 9, 2023
Prevent some Common Beneficiary Errors
Before making a decision on a beneficiary, it’s very important to check your state laws. Some states have different rules on who you can name as a beneficiary.
January 19, 2023
SECURE 2.0 Act has New Features
In the dark of the night, snuggled within the 4,000+ page Omnibus Bill meant to keep the machine of government well-oiled, lies a passage that may change the future of retirement saving.
January 18, 2023
Qualified Charitable Distributions Reduce Tax Burden
A qualified charitable distribution is a direct transfer of traditional IRA funds to a qualified charity.
January 16, 2023
A Joint and Survivor Annuity is an Option
A joint and survivor annuity provides lifetime income payments for an annuity owner and their survivor. You contribute a lump sum of money to the joint and survivor annuity and can usually start receiving income almost immediately.
January 10, 2023
How Charitable Giving can Benefit the Giver
With a charitable tax deduction, you can donate to a good cause and cut your tax bill at the same time.
December 21, 2022