What are the Distribution Options for an IRA Beneficiary?
There are three Distribution Options for an IRA beneficiary who is not a spouse. How they take the funds has tax consequences for each option.
Articles about Planning
Verifying A Beneficiary on Your IRA Account
We cannot emphasize enough the importance of calling the IRA company and verifying a beneficiary on your IRA account and you can avoid a probate issue.
Should I consider using a trust with my life insurance policy as I create my estate plan?
Trusts and a life insurance policy what you need to know about creating a plan to best meet your needs and protect your family.
Using a Special Needs Trust to Preserve Government Benefits
Parents of children with special needs receiving government benefits have additional concerns creating their estate plans include a special needs trust.
Life Estate and Estate Planning: How They Play Out
A life estate is a legal arrangement wherein your interest in real estate is transferred automatically to someone else when you die.
Tax Benefits of Using a Retirement Account for Charitable Giving
As times passes, your estate planning goals may change. One example of a change in priorities is to make provisions for charitable giving.