Myths and Frequently Asked Questions
Planning for the Recently Retired Myth #1. My level of employment should have no impact on what happens after my death. Because your paycheck from your job typically pays your …
Have You Thought Through Your Retirement Plans?
Beginning your retirement is a great milestone that is worth celebrating. You have put in many years of hard work, and you are now able to focus your energy on …
Want to Leave Your Retirement Account to Your Minor Child?
Consider These Things First Your retirement account may be one of the most valuable things you own. Many people consider naming their children as the beneficiaries of these accounts because …
Red Flags When Hiring a Professional To Be Your Trustee
When you form a trust as part of your estate plan, one of the most important decisions you will make is who will oversee the trust’s management when you are …
Don’t Let Your Cryptocurrency Give You and Your Loved Ones Nightmares
Although cryptocurrency may be one of the latest investment strategies with great potential, for some individuals and their loved ones, investing in cryptocurrency has not gone as planned. The following …
Things You Can Do to Help Prove You Are Mentally Competent When Executing Your Estate Plan
Although we would all like to believe that our family and loved ones will honor our wishes as expressed in our estate plan, contests are more common than you might …
Important Issues to Address Before You Leave on Vacation
Getting ready to embark on your next great adventure? Before you zip up the last suitcase, here are five issues you need to address to protect yourself and your loved …
Myths and Frequently Asked Questions: Estate Planning for World Travelers
Myth #1: International travel is no different than domestic travel. False. Although all travel requires planning and can involve risk and complications, international travel requires taking extra steps and addressing …
Myths and Frequently Asked Questions: Standalone Retirement Trust
Myths Myth: Individual retirement accounts (IRAs) are exempt assets in bankruptcy. Fact: The federal Bankruptcy Code protects up to $1 million of assets (adjusted for inflation every three years) held …
Caution: Creditors Are a Threat to Inherited Retirement Accounts
Do you have an individual retirement account or other type of retirement account that you plan to leave to your loved ones? If so, proceed with caution. Inherited retirement accounts …