Asset Protection
What Is Justin Timberlake Doing with His Estate Planning?
Justin Timberlake is cashing his chips in at the window.
July 12, 2022
Charitable Planning
What Is the Best Way to Leave Money to Children?
Providing for future generations shouldn’t be (overly) taxing. To manage taxes as you pass down your assets, look into UTMAs, 529s, child IRAs and trusts.
June 28, 2022
Estate Planning
Is a Roth Conversion a Good Idea when the Market Is Down?
Soaring inflation, interest rate hikes and the war in Ukraine have sparked ongoing stock market volatility. However, there may be a bright spot: the chance to save money on a Roth conversion.
June 20, 2022
Asset Protection
Do You Have to Go through Probate When Someone Dies?
The law requires probate for a good reason. If a person dies, probate ensures that the property goes to the people who are supposed to inherit it.
March 9, 2022
Estate Planning
What Happens to IRAs and 401(k) when Spouse Dies?
The rise in the stock market over the past several years, teamed with the passage of the SECURE Act two years ago and the scheduled 50% reduction in the size of the federal estate tax exemption four years from now, has resulted in a renewed interest in estate planning for IRA and 401k accounts owned by married couples.
February 18, 2022
Asset Protection
Will Moving to a New State Impact My Estate Planning?
However, if you are retired and no longer generating employment income, you should make sure you weigh the financial implications of any potential move.
February 15, 2022
Advanced Directives
What Planning Should I Do in My 50s?
If you are one of the many people who start getting serious about their finances as they reach their 50s, enjoy this guide for your next steps.
February 4, 2022
Advanced Directives
Is It Better to Inherit Stock or Cash?
If you’re planning to leave your heirs any sort of inheritance, you’re already giving them a valuable financial leg up.
January 25, 2022
Estate Planning
What to Do with an Inherited IRA?
Some inherited assets are tax-friendly, but under new rules, others come with a hefty tax bill. We help you get the most out of a legacy.
December 30, 2021