What Happens When There Are No Beneficiaries
Where do those accounts and policies end up? Some accounts have no designated beneficiary. Rarely, the same thing occurs with…
09.06.22 Estate and InsuranceEstate Planning 2022 Federal Tax Update
The new year offers a good time to review your existing estate plan against the tax policy landscape and your long-term wealth transfer goals.
03.03.22 Estate and InsuranceQualified Charitable Distributions
A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions.
07.15.21 Estate and InsuranceTax & Estate Strategies for Married LGBTQ+ Couples
The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are…
06.15.21 Estate and InsuranceUnderstanding Extended Care
The important question: are you prepared?
05.19.21 Estate and InsuranceBefore You Claim Social Security
A few things you may want to think about before filing for benefits.
11.25.20 Education PlanningABLE Accounts for Loved Ones with Disabilities
More families should know about these tax-advantaged savings vehicles.
06.05.20 Estate and InsuranceMaking a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
06.05.20 Estate and InsuranceKey Provisions of the CARES Act
Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs.
05.05.20 Estate and InsuranceBuy-Sell Agreements for Business
Planning for your future and beyond.
01.02.20 Estate and InsuranceThe Importance of TOD & JTWROS Designations
A convenient move that could ward off probate on your accounts.
12.19.19 Estate and InsuranceCan You Put Your IRA into a Trust?
What you should know about naming an IRA beneficiary.
11.19.19