Estate planning involves checking items off your to-do list. To-do lists are helpful in a variety of circumstances. They provide a visual representation of what
Each quarter of the calendar year provides opportunities for estate planning. Businesses often divide their fiscal calendars into quarters. There are often benchmarks and checkups
Inherited IRAs are subject to comprehensive federal rules. An important part of retirement planning is saving money in a traditional IRA or 401(k). These tools
The cost to young families without an estate plan is high. Young families are busy. Understatement. Diaper changing, potting training, doctor visits, meal times, and
You can save on taxes with qualified charitable distributions. Few people look forward to any portion of their income ending up in the hands of
All adult Americans need an estate plan. Age 18 is an important year. In many states, this is the age when you can first vote,
People of all ages have retirement questions. At least they should. Regardless, most people think about retirement at some point throughout their careers. Some envision
An unfunded trust will undermine your estate planning. Your estate planning goals included avoiding probate. You also desired to simplify asset management should you become
One can catch up on retirement savings through intentionality with finances. You have been working for decades. In fact, you are now closer to retirement
The probate process requires the executor (also known as the “personal representative”) to take specific steps. The loss of a loved one is difficult. In
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