Options to Stretch Out IRA Distributions

November 24, 2020

The SECURE Act killed the stretch IRA but instead of mourning, advisors can help clients make up the loss.

Avoid Estate Battles Over Personal Property

November 17, 2020

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.

Act Quickly to Protect an Estate

November 12, 2020

When dealing with the emotional pain of the loss of a loved one, family members also have to address daunting administrative tasks.

Estate Planning Doesn’t Stop When You Retire

November 5, 2020

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.

Estate Planning for a Second Marriage

October 29, 2020

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.

Can an Inheritance Lead to Trouble for Marriages?

October 22, 2020

Most states recognize inheritances as separate property, and many experts say keeping them separate is often the best approach.

Searching for Lower Taxes? Check State Laws

October 1, 2020

Some states are great to live in, but not so great to die in.

What Needs to Happen after a Spouse Dies?

September 24, 2020

The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.

How to Make Beneficiary Designations Better

September 8, 2020

Beneficiary mistakes can result in retirement plan assets being transferred to unintended beneficiaries.

Can I Disinherit Anyone I Want?

August 6, 2020

So, you’ve decided that a family member won’t be getting an inheritance after all. Maybe you have an ungrateful or irresponsible family member you want to cut out of the will.

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