Make Sure Beneficiaries Are Selected Properly
Here are three smart moves to make when picking (or adjusting) your life insurance beneficiaries.
November 1, 2022
Frequently Asked Questions about Series I-Bonds
Series I savings bonds are drawing a lot of attention. Thanks to high inflation, those issued from May through October 2022 offer a sky-high composite rate of 9.62%.
October 31, 2022
College Kids Need an Estate Plan
As a kid reaches 18, they’re an adult in the eyes of the law. Therefore, your parental authority no longer exists and in turn you can lose access to information.
October 27, 2022
ILITS are a Common Planning Tool
Life insurance is often a cornerstone of a comprehensive estate plan, particularly when an estate consists of largely illiquid assets.
October 26, 2022
Managing your Inherited Retirement Account
There’s almost always a reckoning when the government proffers a tax break. So it is with individual retirement accounts (IRA)s, 401(k)s and similar accounts that investors fund with pre-tax earnings.
October 25, 2022
Creating an Estate Plan with Minor Children
When preparing estate planning documents, certain beneficiaries may need more protection than others. One particular class of beneficiaries that needs to be intentionally considered is minor children.
October 24, 2022
Include Your Business in Estate Planning
When you own or operate a business, ensuring that this plan accounts for the future of the business is critical.
October 19, 2022
What Is the Purpose of a Guardian?
A frequent concern for those with aging loved ones is the future need for guardianship. Unfortunately, the concept of guardianship can be confusing and overwhelming.
October 18, 2022
Community Property Trust is Potential Tool
Getting a step-up in basis when each spouse dies can be a big tax advantage. It has not been available to those who live in common-law states. However, it may now be–through a community property trust.
October 17, 2022
The Difference between Revocable and Irrevocable Trusts
A trust is an estate planning tool that you may consider using if you want to go beyond drafting a last will and testament.
October 13, 2022