Estate planning attorneys are essential to protecting yourself and your loved ones. Attorneys tend to get a bad “rap,” deservedly or undeservedly. I know numerous
Estate planning often has multiple benefits. People tend to avoid doing things if they do not benefit directly. Estate planning is one of those areas
Transfer on Death accounts can be used wisely or poorly. When it comes to passing inheritances to heirs, there are a variety of options. Most
Making IRA mistakes can be costly. Saving for retirement seems as if it should be pretty straightforward. Many people believe the only thing they need
The SECURE 2.0 Act was passed in 2022. Preparing for retirement includes financial planning. People need to save money to help pay for goods and
Long-term care insurance can have tax benefits. Spoiler alert for those who are young right now. Health declines with age. Through exercising and eating a
Gifting a home to children can be a more complicated estate transfer. Houses are the most valuable assets for many people. They can also be
Certain transactions with retirement accounts can trigger penalties. Retirement accounts like IRAs can be wonderful investment tools for your golden years. Depending on the account,
Beneficiary designations cannot be overlooked in estate planning. Movies and media often misrepresent estate planning. They tend to focus only on the last will and
Hiring an estate planning attorney is always a good idea. Okay, that sounds self-serving, but stay with me on this. Many people try to do
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