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What If Estate Is Beneficiary of an IRA?

It may sound like it makes sense, and it might be easier than picking a person (or two) to name, however there are some serious downsides to naming your estate as the beneficiary for your IRA.

Posted on: September 7, 2022

What’s the Latest with the Queen of Soul’s Estate?

Aretha Franklin’s long-standing $7.8 million debt to the Internal Revenue Service has been paid in full, her estate says in a new court filing.

Posted on: September 1, 2022

Did COVID Spark More Estate Planning?

The pandemic has changed how many of us view our priorities. That includes whether to craft a will.

Posted on: August 15, 2022

What If Your Spouse Refuses Estate Planning?

I’m looking for guidance on where to start with planning, in case something happens to me or my husband.

Posted on: August 12, 2022

Can You Leave an IRA to a Beneficiary?

Maximize the impact of your legacy and make sure it supports the people and causes that are most important to you.

Posted on: August 5, 2022

When Should I Hire an Estate Planning Attorney?

Here are four types of estate situations that could call for professional legal help.

Posted on: August 2, 2022

What Should I Know about Guardianships?

Guardianships – also referred to as conservatorships – are drastic and invasive.

Posted on: August 1, 2022

Who Should Be Your Executor?

An executor is the person whom you name to handle the settlement of your estate after you die, taking your estate through probate, a court-supervised process that winds up your affairs in the state where you were living at the time of your death.

Posted on: July 29, 2022

What are the Advantages of a Business Trust?

Trusts could be an incredibly powerful tool to help business owners protect their business and reach their wealth goals.

Posted on: July 21, 2022

What Is a TOD Beneficiary?

The primary advantage of naming TOD beneficiaries for your accounts is that it can make the inheritance process much simpler, faster and less expensive.

Posted on: July 11, 2022