IRA

Estate Planning After the Secure Act

The Secure Act significantly alters the way retirement accounts can be used for estate planning. Several steps should be considered or taken

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IRA Beneficiary Designations and Estate Planning

If you’re like most people, you opened that IRA many years ago. You may not have any idea who you named as your beneficiary. If you have...

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Beneficiary Designation Mistakes to Avoid

Many people don’t understand that their will (or trust) doesn’t always control all of their assets. Some of a person’s assets pass by...

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How to Incorporate Charitable Giving into an Estate Plan

When looking into charitable giving, it can easily become overwhelming. Talking to an experienced estate planning attorney can help make...

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No Estate Taxes? You May Still Need Life Insurance

Increases in the estate tax exemption (up to $11.4 million per person as of the date of this writing) has an impact on how some people...

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Updating Your Estate Plan After a Divorce

Updating your estate plan after a divorce should be at the top of your must do list. Forbes’ recent article, “9 Things You Need To Know...

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Why Do I Need an Estate Plan?

Estate planning is fairly easy to do. That said, it is also very easy not to do (as evidenced by the statistics on the subject)....

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