Estate Planning
Should I Name a Living Trust Beneficiary of a Roth IRA?
Can a living trust be the beneficiary of a Roth IRA?
May 5, 2021
Estate Planning
Should a Trust Be Part of My Estate Plan?
What are the advantages of putting assets into a trust?
April 29, 2021
Asset Protection
Can an Attorney Help with Estate Planning?
Using a lawyer is always a better choice than going through the process independently.
April 28, 2021
Business Succession
What Are The Steps To Cancel A Power Of Attorney?
You don’t actually appoint someone power of attorney (POA). A POA is a document that you execute that allows someone to act on your behalf.
April 27, 2021
Elder Law
Remind Me Why I Need a Will
A will is a legal document that allows you to decide what happens with your estate after you passed away. Unfortunately, not all people consider creating one because they think that it’s complicated and just an extra expense.
April 22, 2021
Estate Planning
Why Would I Need a Living Trust?
Have you made any plans to distribute your assets and take care of your family, when you die or become incapacitated?
April 21, 2021
Estate Planning
If My Estate Is the Beneficiary of My IRA, How Is It Taxed?
When an estate is named beneficiary of an IRA, what is the method of distributing it to one individual in the most tax-effective way?
April 8, 2021
Asset Protection
Why Do I Need Estate Planning?
Over the years, several high-profile celebrities have died without either properly updating their estate plan or having one at all. The list includes Princess Diana, Prince, Heath Ledger, Michael Jackson and Kurt Cobain, all of whom were worth millions and among the most famous people on the planet at the time of their death.
April 7, 2021
Estate Planning
Estate Planning for a Blended Family
If you’re in a blended family, you’re already aware of the emotional and financial issues involved in your daily life. However, what about the future?
March 31, 2021
Asset Protection
If I Move to a New State, Do I Need to Update My Estate Plan?
While legally you may not need all-new estate planning documents if you move to a different state, you should have your documents reviewed by a local attorney in your new home.
March 30, 2021