Estate Planning Meets Tax Planning

Benjamin LongCharity, Estate Planning Attorney, Retirement Plan

Maximizing Your Legacy with Tax-Smart Estate PlanningUnderstanding Tax Implications for Different Assets“By being very selective about who receives which type of money—whether Traditional or Roth …

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

Benjamin LongAssets, Dementia, Estate Planning Attorney, Retirement, Retirement Plan

The Importance of Discussing Estate Planning with Your Children “An immature or troubled child could try to misuse your money or goad you into handing …