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How to Avoid Basic Estate Planning Miscues

In some cases, estate planning can be quite simple. In others, it can be a complex process with far-reaching consequences. In either case, it is important to review your wishes and have the proper documents prepared to ensure that they are followed at your death.

Posted on: June 2, 2021

When Should Children Receive an Inheritance?

Is it better to help your children when you’re still alive? Or wait until after you die?

Posted on: June 1, 2021

How Do I Address Digital Assets in Estate Planning?

Digital assets are part of your legacy. It’s important to plan for how you want them to be managed after you’re gone.

Posted on: June 1, 2021

What Is the Main Purpose of a Trust?

Before you decide to put your home in an irrevocable trust, it is important to have a basic understanding of what you are doing and why.

Posted on: May 28, 2021

What Is a POD Account?

Payable on death accounts can help streamline the process of transferring certain assets to loved ones, after you pass away.

Posted on: May 27, 2021

What Is Benefit of a Roth IRA at the Time of Retirement?

Although the Roth IRA is often touted for the unique combination of benefits it offers to retirement savers, some of its perks often go overlooked. Here are four that you should know about.

Posted on: May 26, 2021

What Is the Tax-Law Exception for 529 College Plans in 2021?

Under a tax-law exception this year, clients can make a lump-sum 2021 gift of up to $75,000 to fund a 529 college savings account for a child or grandchild (or any other college-bound individual) and claim a federal gift tax exclusion for the full amount.

Posted on: May 26, 2021