Virtually everyone needs an estate plan, but it isn’t a one-size-fits-all proposition. Even though each person’s situation is unique, general guidelines can be drawn.
Continue Reading
2019 IRA contributions can be made until the tax filing deadline of April 15, 2020. Good news, the contribution limit increased in 2019 by $500 to $6000.
Continue Reading
Do I have enough to retire? Am I on track with meeting my financial goals? Are my investments aligned with my aspirations?.
Continue Reading
The IRA’s value as a retirement planning tool is well known: IRA assets compound on a tax-deferred (or, in the case of a Roth IRA,.
Continue Reading
If your estate plan includes a revocable trust — also known as a “living” trust — it’s critical to ensure that the trust is properly.
Continue Reading
If your estate plan calls for making noncash gifts in trust or outright to beneficiaries, you need to know the values of those gifts and.
Continue ReadingEstate planning is all about protecting your family and ensuring that your wealth is distributed according to your wishes. So the idea that someone might.
Continue ReadingA Roth IRA can be a valuable estate planning tool, offering the opportunity for tax-free growth as long as it exists and requiring no distributions.
Continue ReadingIf your estate plan includes charitable donations, be sure to discuss any planned gifts with the intended recipients before you finalize your plan. This is.
Continue ReadingOwning assets jointly with one or more children or other heirs is a common estate planning “shortcut.” But like many shortcuts, it can produce unintended.
Continue Reading
