What are Risks of a DIY Estate Plan?
August 9, 2024
Estate planning is critical in protecting your assets and ensuring that your loved ones are cared for after you pass away.
Estate Planning Considerations for Minor Children
October 25, 2022
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.
Why are Trusts a Good Idea?
October 4, 2022
Whether you are trying to protect your assets from possible creditors, prevent young heirs from spending their inheritance or minimize estate taxes, there is likely a trust for you.
What Happens to Investment Accounts when Someone Dies?
July 15, 2022
What investment powers does a personal representative in a probate or a trustee in a trust administration have to manage the decedent’s assets?
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.