What Is Probate and How Does It Work?
July 5, 2021
No Comments
Probate survives as a procedure originally implemented by the King of England to protect his citizens from themselves and their greed.
Our Blog
What are Top ‘To-Dos’ in Estate Planning?
June 25, 2021
No Comments
The biggest misconception people have about estate planning is that “they are not that old and can do it later,” say almost half (49%) of advisors in a recent Key Private Bank Advisor Poll on estate planning. Yet, the majority (73%) of advisors say the ideal age to start putting an estate plan in place is before 40—earlier than many people think.
Are 529 Plans Part of Your Estate?
June 21, 2021
No Comments
People tend to think of ‘529’ education-savings plans as an excellent way to save and invest tax-free for college or schooling costs, and they are.
What Does the President’s Tax Plan Mean for Estate Planning?
June 1, 2021
No Comments
Wealthy families could face combined tax rates of as much as 61% on inherited wealth under President Joe Biden’s tax plan, according to a recent analysis.
What Is Benefit of a Roth IRA at the Time of Retirement?
May 28, 2021
No Comments
Although the Roth IRA is often touted for the unique combination of benefits it offers to retirement savers, some of its perks often go overlooked. Here are four that you should know about.
What Is a POD Account?
May 26, 2021
No Comments
Payable on death accounts can help streamline the process of transferring certain assets to loved ones, after you pass away.
Can Estate Taxes Be Avoided with a Trust?
May 21, 2021
No Comments
The estate tax exemption raised by the Tax Cuts and Jobs Act will sunset in five years—possibly sooner, as the new Congress gears up for a Biden tax overhaul.
Should Young Families have an Estate Plan?
May 7, 2021
No Comments
Putting your last wishes on paper is critical to ensuring your family is taken care of when you die.
How Does an Inherited IRA and 401(k) Work?
May 5, 2021
No Comments
So, you inherited a retirement account. Before you make any decisions on when and how to access the money, it’s worth familiarizing yourself with the rules that apply to different beneficiaries.
How to Protect Digital Assets
May 3, 2021
No Comments
While cryptocurrency isn’t new, it’s attracted a lot of attention in the past year because of its skyrocketing value, promotion from prominent figures like billionaire Elon Musk, and bitcoin offerings from traditional financial firms like Morgan Stanley.
Recent Posts
Join Our eNewsletter & Blog Digest
