Is Now a Good Time for a Roth Conversion?

A Roth conversion involves liquidating assets in a tax-advantaged account like a traditional IRA or 401(k), paying taxes on the withdrawal, and then funding a Roth IRA. In the short run, investors will pay taxes (more on that below).
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Do Young Adults Need a Will?

These days it’s easy to feel overwhelmed by many things such as politics, gas prices, the gyrating stock market, summer travel, heatwaves and your health. One thing that shouldn’t overwhelm you is estate planning.
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Do You Need a Power of Attorney?

When it comes to a power of attorney document, you don't seem to need it – until you suddenly, desperately do.
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Why You Need a Digital Asset Estate Plan

…Ajemian’s account became the source of a nearly decade long legal battle that raised a salient question: Who can access your digital accounts after your death?
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Can You Leave an IRA to a Beneficiary?

Maximize the impact of your legacy and make sure it supports the people and causes that are most important to you.
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What are Alternatives to Guardianship?

We all want to protect vulnerable people from harm. However, taking away all their rights usually isn’t the place to start. Instead, there are several less severe options that could be the right way to go.
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How do I choose the executor of my will?

An executor is the person whom you name to handle the settlement of your estate after you die, taking your estate through probate, a court-supervised process that winds up your affairs in the state where you were living at the time of your death.
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Is Your Estate Plan Ready for Tax Changes?

There are useful estate planning vehicles that take advantage of current historically high federal exemptions, while providing flexibility to adapt and modify those plans based upon future events or tax law changes.
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Do I Need an Estate Plan If I’m 35?

As soon as you are an adult, you should have an estate plan in place.
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Is a Medical Power of Attorney Necessary?

Selecting medical powers of attorney is an important step that aging parents should take to ensure they get the care they wan,t if they are unable to advocate for themselves.
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