How Do I Write a Will?
October 28, 2021
Dying without a will can be costly and eliminate your ability to plan or provide for loved ones.
What Items Should Not Be Stored in a Safe Deposit Box?
October 20, 2021
Locking up certain important documents and valuables in a bank vault could turn into a headache for you or your heirs.
If I Have a Will, Do I Have an Estate Plan?
October 18, 2021
While a will is often part of an estate plan, an estate plan covers much more ground.
What Is the Best Thing to Do with an Inherited IRA?
October 15, 2021
Inheriting an IRA from a parent has a unique set of rules you need to know, which will help you make the most of the money you inherit and avoid a tax-time surprise.
Where Do You Score on Estate Planning Checklist?
October 13, 2021
Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
What are Digital Assets in an Estate?
October 12, 2021
Today, so many aspects of our lives are managed virtually. We keep currency, photos, music, documents, bills, medical records, artwork and even our social lives online or ‘in the cloud.’
What Should I Know about Cryptocurrency and Estate Planning?
September 27, 2021
What Is Cryptocurrency? Why Has It Been So Popular?
States with the Best Tax Rates for Retirees
September 24, 2021
The Tax Cuts and Jobs Act raised the federal estate tax exemption considerably. Before the tax reform law, it was $5.49 million per person for 2017. It’s up to $11.7 million for 2021 ($23.4 million for a married couple).
Should I Try Do-It-Yourself Estate Planning?
September 23, 2021
Your DIY estate plan might miss important details.
How Does Probate Work?
September 14, 2021
There is a general understanding that every adult should have a last will and testament. However, for most people, exactly how that will is used remains a mystery.