Downs Law Firm, P.C.
Your legacy is what you leave behind: What people will remember about you and receive from your life? Legacy planning is about fostering your relationships and passing on what is most important to you for your loved ones.
The SECURE Act killed the stretch IRA but instead of mourning, advisors can help clients make up the loss.
Personal property is a unique category of asset. Even in the simplest after-death distribution, personal property can become a hindrance to final distribution. There are a couple of reasons why.
When dealing with the emotional pain of the loss of a loved one, family members also have to address daunting administrative tasks.
Building enough wealth to sustain yourself in retirement is a monumental achievement. However, financial planning doesn’t end when you no longer rely on a paycheck.
Second (or third or fourth) marriages often require careful balancing between the needs of the surviving spouse and the needs of the children from a previous marriage.
Most states recognize inheritances as separate property, and many experts say keeping them separate is often the best approach.
Some states are great to live in, but not so great to die in.
The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.
Beneficiary mistakes can result in retirement plan assets being transferred to unintended beneficiaries.
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