Leaving an equal inheritance is not always fair. And, leaving a fair inheritance is not always equal. It can be complicated, yes? You have several
Making a trust an IRA beneficiary can be complicated. You have a traditional IRA as part of your retirement planning. This tool serves you well
A Charitable Remainder Trust can be a tax-efficient means of passing on your IRA when you die. You have been saving for retirement for most,
People should undertake a beneficiary review every few years. You have several types of assets. You own a home. You have retirement accounts and bank
It can be easy to overlook opportunities for tax breaks. You are recently retired. During your working years, you understood where you could save money
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
Change of beneficiary forms are useful when updating an estate plan. You know who you want to inherit your assets. But they are not the
Stretching an IRA is challenging but not impossible. Not too long ago, your estate plan likely included a Stretch IRA. This allowed your retirement funds
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
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