Ways to Pass Property on to ChildrenConsiderations for Passing Property to Children“There are many ways to pass property on to children, including gifting the family …
What is a Last Will and Testament? “Every estate plan should include three essential documents: a durable general power of attorney, a healthcare power of …
“The Social Security Administration should be notified as soon as possible after a beneficiary dies. Depending on your relationship to the deceased, you may be …
The Importance of Naming Beneficiaries for Your AccountsRetirement Accounts and Beneficiary Designations“If you’ve had an IRA and a 401(k) for many years, you may occasionally …
The Importance of Accurate Estate Planning“’Per stirpes’ vs. ‘per capita.’ Making the wrong choice could cause an estate planning disaster.” No one relishes the idea …
“I know of someone who was joint account holder with his dad for many years, then later his dad then appointed him as power of …
Common Estate Planning Misconceptions “These all-too-common misconceptions can steer your estate plans in the wrong direction right from the start. Here’s how to overcome them …
“Trusts are legal entities that own assets, and all trusts are not alike. They are created by a written trust document with certain provisions that …
“When creating an estate plan, one important question to consider is how to handle the transfer of personal property, including your home. A Qualified Personal …
Navigating the Complex World of Inherited IRAs “One wrong decision can lead to expensive consequences, and good luck trying to persuade the IRS to give …
