An inherited IRA can carry significant taxes and fees. Gone are the days of the stretch IRA. The ability of families to pass their retirement
A testamentary trust can be created after you die. Some people really like the idea of using a trust in their estate planning. The control
A vacation home can be challenging to bequeath. Families often make and retain fond memories from vacations. For those who own a vacation home, these
Probate is how the government oversees estate settlement. Most Americans do not understand probate. They have read news articles about celebrity estate battles or have
Blended families bring more complexity to estate planning. Understatement. Many households in America are blended family households. This can be a result of divorce and
A successor trustee is responsible for the management of a trust. Although many individuals designate themselves as the trustee when they create a revocable living
It is important to revisit your trust. Most things in life require maintenance. A car needs its oil changed and will require parts to be
A dynasty trust allows for generational wealth transfer. There are a variety of ways one can pass assets to their heirs. These include last wills
Marriage age gaps make a difference in estate planning. Weddings are joyous occasions. For those who choose to celebrate their marriage surrounded by friends and
How a power of attorney is phrased will impact the authority granted. So much in life is outside of our control as individuals. Accidents and
Copyright © IMS. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement. Some artwork provided under license agreement.