Estate planning is a crucial step to ensure your assets are managed and distributed according to your wishes after you’re gone. Two commonly used tools in this process are revocable […]
Read More »Aging.gov: A Resource for Older Americans and Their Families
Aging.gov: A Resource for Older Americans and Their Families More than 10,000 people turn 65 in the U.S. every day according to Aging.gov (http://www.hhs.gov/aging/), a website launched by the former administration. […]
Read More »Organizing for Tax (and Estate Planning) Season
Organizing for Tax (and Estate Planning) Season It’s the start of a new year, which means tax season—and this year’s April 17th IRS filing deadline—is just around the corner. Soon […]
Read More »What to Expect from Estate Planning in 2018
What to Expect from Estate Planning in 2018 2017 is now fading into the rearview mirror. As we all look ahead to 2018, let’s consider a few things to watch […]
Read More »There’s Never A Better Time Than Now To Get Your Affairs in Order
There’s Never A Better Time Than Now To Get Your Affairs in Order As the busy year is coming to a close, I am writing this last post of 2017 […]
Read More »Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent
Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent There is a common misconception that estate plans are only for the ultra-rich – the top 1 percent, […]
Read More »IRAs, Annuities and Guardianship: Providing for Your Minor Children after You Die
IRAs, Annuities and Guardianship: Providing for Your Minor Children after You Die Deciding on a guardian for your minor children may very well be the most vexing decision you’ll make […]
Read More »Estate Planning Isn’t Spooky! But not planning can be downright terrifying.
Estate Planning Isn’t Spooky! But not planning can be downright terrifying. The idea of implementing an estate plan might be one of the scariest things you have to confront as […]
Read More »How Does an IRA Fit Into Your Estate Plan?
How Does an IRA Fit Into Your Estate Plan? When you think of IRAs, you probably think of retirement. But what happens to your IRA money after you’re gone? The […]
Read More »If I Don’t Have an Estate, Do I Really Need an Estate Plan?
If I Don’t Have an Estate, Do I Really Need an Estate Plan? You don’t need to have a summer house in the Hamptons or a private art collection big […]
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