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 …
Five Reasons to Protect Your Retirement Accounts Now
Your retirement account provides asset protection during your lifetime, but as soon as you pass that account to a loved one, that protection evaporates. When your spouse, child, or other …
SECURE Act Tax Reforms
Get to Know the Secure Act Written by Allison Kierman and Matt Wochos On December 20, 2019, President Trump signed the Setting Every Community Up forRetirement Enhancement Act (SECURE Act). …
SECURE-ing Retirement for Small Business Owners and Retirement Account Holders
The Setting Every Community Up for Retirement Enhancement Act is intended to make it easier for small business owners to offer retirement planning to its employees. Among its many provisions, …
