Choosing a beneficiary is a critical decision in managing your financial and estate plans. This article delves into the nuances of beneficiary designations, offering insights into why making…
Know what to expect if you inherit an IRA and how to establish a plan for taking distributions.
In the realm of estate planning, a common adage rings true: “Failing to plan is planning to fail.” As an experienced estate planning attorney, I’ve witnessed firsthand the turmoil and heartache that can ensue when individuals neglect the crucial step of…
Estate planning is not as simple as executing a will.
It’s best to create both together when possible so that they can complement each other. Here’s what you need to know.
Today’s Social Security beneficiaries may move in and out of the workforce before fully retiring. That may trigger a rule called the retirement earnings test, which can temporarily reduce benefits.
The loss of a loved one is a difficult time, often compounded by the necessity of addressing estate settlement and the liquidation of assets. In this guide, we’ll explore the key steps involved in liquidating assets after death, focusing on estate settlement processes and related legal considerations. Understanding the Role of…
Creating or reviewing an estate plan is something that many people know they should do but often put off. It’s natural to say things like: “I’ll take care of it later,” or “I don’t have enough money to have an estate plan.” However, life and circumstances happen that may be out of your control. Every adult needs…
Navigating the world of estate planning can be complex and overwhelming, particularly when it comes to understanding the different types of wills available. Each type of will serves a unique purpose and caters to different estate planning needs…
Many people want to learn how to avoid probate so their heirs don’t have to cope with these legal proceedings during a stressful time of grief after a death.