Articles

What Happens If I Can’t Find All My Loved One’s Assets?

What Happens If I Can’t Find All My...

When a loved one passes away, settling their estate can be a complex process, especially if you're not familiar with... Read More

Understanding the New Inherited IRA Rules

Understanding the New Inherited IRA Rules

Inheriting an IRA can be a significant financial event, and recent changes to the IRS rules make it crucial for... Read More

You Love Your Kids Too Much To Leave...

Planning for your kids is so important - whether your kids are little or whether they are adults. Let me explain... Read More

Meaningful Ways To Memorialize a Loved One

Meaningful Ways To Memorialize a Loved One

Honoring the memory of a loved one who has passed away, can provide comfort, act as a tribute to their... Read More

Looking at Thomas Jefferson’s Will

Looking at Thomas Jefferson’s Will

I thought it would be fun to take a look at what our founding fathers did with their estate planning,... Read More

Getting To The Truth About Elder Law

Getting To The Truth About Elder Law

I really feel I need to focus on the truth about what middle-class retirees are facing. If you are a... Read More

What Happens If You Forget to Update Beneficiary Designations?

What Happens If You Forget to Update Beneficiary...

If you were to become incapacitated, who would be in control of that money? If we do a proper plan... Read More

How do Beneficiary Designations work with Inheritance Tax?

How do Beneficiary Designations work with Inheritance Tax?

We've outlined a few reasons in previous blog articles this week, about not relying too much on beneficiary designations. Another... Read More

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