Tread Carefully: Naming Life Insurance BeneficiariesCertain assets avoid probate because the owner of the asset is able to name beneficiaries who will receive the benefit at the owner’s...
The Beauty of a Roth IRASaving for retirement is a financial goal for most clients. Many of us are familiar with the terminology but aren’t quite sure what it...
Top 5 Reasons You Need and Estate PlanThere are a variety of reasons why it is good to have an estate plan. Here is a quick rundown of the top five reasons why I think it is...
Disclaimer Trusts Are Popular for a ReasonDisclaimer provisions provide flexibility by giving the surviving spouse the option to shift assets in response to changing estate tax...
Estate Tax in a NutshellThe subject of estate taxation can be pretty tedious to most people. Here I will briefly explain three basic tax facts relating to estate...
Tis the Season of Giving: Some Basics to Guide YouThankfully most gift giving is a tax-free event but if you are one of the lucky few who is able to give big, here are some tips to avoid...