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
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
You could save money on your Medicare plan with appropriate planning. The start of autumn means Medicare open enrollment is drawing near. If you are
Your ex-spouse could inherit your estate without proper planning. You are divorced. This means you have an ex-spouse. Divorce proceedings and laws governing divorce can
Take the time to add beneficiaries to your investment accounts. You have several investment accounts. Some of these accounts may be earmarked for retirement. Others
The SECURE Act and the CARE Act impact your IRA. The year 2020 has impacted everyone. And not necessarily in a good way. Across the
Beneficiaries of a last will and testament must be notified. Your loved one has recently passed away. You think he signed a last will prior
Making withdrawals from retirement accounts comes with consequences. COVID-19 has triggered an economic downturn. As stock values have dropped, people have lost chunks of their
Beneficiary designations must be “aligned” properly for an effective estate plan. Estate planning seems simple. You get a last will and testament. You sign it.
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