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Is It Better to Inherit Stock or Cash?

January 14, 2022 No Comments

If you’re planning to leave your heirs any sort of inheritance, you’re already giving them a valuable financial leg up.

Succession Plan: How to Avoid a Family Fight over Company

January 12, 2022 No Comments

In coming years, millions of Baby Boomers — those born between 1946 and 1964 — are expected to retire in the U.S. In fact, by some estimates nearly a quarter of this country’s population will be aged 65-or-older within a few decades.

What are Digital Assets in a Will?

January 10, 2022 No Comments

Most family members may not have a clue what we have floating out in cyberspace. Accessing or deleting accounts can be tricky for family members, if they don’t have your login credentials.

Why Naming Beneficiaries Is Important to Your Estate Plan

January 7, 2022 No Comments

If you’ve ever spent time working through your estate plan, you know how important it is to select and update your beneficiaries.

Does a TOD Supersede a Trust?

January 5, 2022 No Comments

Both help you pass down assets, while avoiding the time and expense of probate. However, one has much more flexibility than the other.

How Much Is the Required Minimum Distribution from Retirement Accounts?

January 4, 2022 No Comments

Americans are living longer than they were a generation ago, and the government knows it. Starting in 2022, that will be reflected in the amount of money you have to draw from retirement accounts at different ages.

What are the Responsibilities of an Executor?

December 20, 2021 No Comments

The relationship is a trustee relationship. In other words, the executor is responsible for properly processing the property for all involved. Administrators do much the same, except that the ‘will’ conditions for distribution are set by the state.

Can I Change My Estate Plan During Divorce?

December 16, 2021 No Comments

At such an emotional time, more paperwork is probably the last thing you want on your to-do list. However, taking a few key steps is critical to your financial future.