Estate Planning Meets Tax Planning

Benjamin Long Charity, Estate Planning Attorney, Retirement Plan

“By being very selective about who receives which type of money—whether Traditional or Roth IRAs, after-tax brokerage accounts, life insurance, etc.—you can dramatically cut the …

When Should You Have ‘the Talk’ With Your Kids?

Benjamin Long Assets, Dementia, Estate Planning Attorney, Retirement, Retirement Plan

“An immature or troubled child could try to misuse your money or goad you into handing over assets you might need later. Complicated family dynamics, …