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Can I Protect My Family after Death?

The future is uncertain. However, you can ensure that your family and loved ones are taken care of with estate planning. Estate planning is a critical component of financial planning for the future.

Posted on: January 24, 2023

How Does My Co-op Fit into My Estate Planning?

In most cases, a co-op board has enormous latitude to approve or deny the transfer of a unit’s shares and proprietary lease.

Posted on: January 23, 2023

How to Use Qualified Charitable Distributions in Estate Planning

A qualified charitable distribution is a direct transfer of traditional IRA funds to a qualified charity.

Posted on: January 20, 2023

How Does Guardianship Work?

If you haven't had any experience with guardianship for adults with dementia, it's likely you don't understand just how complex it is. You are not alone.

Posted on: January 19, 2023

Beneficiary Mistakes to Avoid

Before making a decision on a beneficiary, it's very important to check your state laws. Some states have different rules on who you can name as a beneficiary.

Posted on: January 18, 2023

How Does a Trust Work?

There’s no single path for everyone to follow. However, you might consider establishing a trust, which offers some key benefits.

Posted on: January 17, 2023

High Interest Rates Have an Impact on Estate Planning

When the 7520 rate is low—as it has been for 15 years—opportunities for good planning abound. However, what about when the rate is high? Few estate planners have needed to ask themselves that question until very recently.

Posted on: January 16, 2023

How to Help Create an Estate Plan

The misconception that estate plans are only for wealthy individuals often prevents people from putting a plan in place. However, having an estate plan is beneficial for anyone.

Posted on: January 13, 2023

What Is a Digital Asset for Estate Planning?

At any given time, the average American maintains between 30 and 50 online accounts. These may be with banks, financial institutions, utility companies, email providers, social media outlets, commercial shopping or travel sites and accounts unique to technology, such as an account to purchase apps for a smartphone.

Posted on: January 11, 2023