Keep Your Beneficiary Designations Current
We have a crucial thing to add to your February ‘to do’ list – reviewing and updating your beneficiaries! We know life is always changing and major life events such as death, marriage, divorce, or having a child significantly change your life. It’s crucial for you to keep the information regarding your beneficiaries up to…
Read More
Respect the Estate
The news of Aretha Franklin’s death to cancer is tragic to the music world and all who admired her. In the days following her death, I enjoyed hearing information about her life and contributions to music history. One of things I found befuddling…
Read More
Inheritance: Non-Qualified Investments
Three weeks ago, in Part 1 we discussed inheritance from qualified accounts. Let’s continue this conversation with non-qualified accounts. Accounts are considered non-qualified if they do not qualify for any type of tax-exempt status. The two types of non-qualified investments…
Read More
Inheritance: Qualified Accounts
Inheritance can be a tricky topic both from the perspective of giving and receiving. Whether you are on the side of leaving an inheritance or receiving inheritance from a loved one, there are things to know before naming beneficiaries or cashing a check.
Read More
Pearls of Wisdom: Estate Planning Resolutions
In 2018, we’ll periodically share “Pearls of Wisdom” on a variety of frequently-encountered planning situations. This month, we focus on ensuring that proper estate planning documents are in place…
Read More
