Estate planning involves organizing and managing the distribution of a person’s assets and property after death. Planning ahead of time can help ensure the distribution of your assets and property according to your wishes.
READ MOREA study by the financial services research firm reveals just how big a problem family secrets can be, as reported in Financial Advisor’s recent article “Family Wealth Transfers Undermined by Secrecy.” Most asset holders plan to share their wishes and intentions with family members before they die. However, the research reveals only about half actually…
READ MOREIf your estate plan benefits Gen Y (also known as Millennials) it’s important to design a trust that supports what makes them thrive.
READ MOREWith 2022 bringing very little change to trust and estate law, 2023 remains a prime opportunity to take advantage of the favorable tax landscape.
READ MOREMillions 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.
READ MOREThere are frequently asked questions that people have about revocable living trusts, wills, supported decision making agreements (new), powers of attorney and advance health care directives.
READ MOREAn estate plan works like the operating system on your phone or computer. It runs in the background. However, it needs occasional updates to keep the plan current.
READ MOREWhether 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.
READ MOREA 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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