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wealth management
Benefits

11.10.20

What's new with employer retirement plans

wealth management
Trusts And Estates

08.27.20

Planning for a potential change in the White House and Congress

wealth management
Benefits

06.11.20

IRS temporary relief from in-person witness requirement for...

wealth management
Trusts And Estates

04.30.20

Estate planning during COVID-19: Important tasks to take care...

  • 07.15.19

    Traditional IRA beneficiary designations and implications

    There are advantages and disadvantages of naming certain beneficiaries on your Individual Retirement Account (“IRA”), with each option resulting in different tax implications. Knowing your options and consulting with your legal counsel can assist you in the process and can potentially save the beneficiary substantial amounts of money.

    Category Trusts And Estates

  • 05.23.19

    Charitable giving

    There are numerous ways you can choose to benefit a charity. As you determine what charity you would like to benefit, here are a few options on how to achieve your charitable giving goals.

    Category Trusts And Estates

  • 05.17.19

    Non-spouse IRA beneficiaries: how to avoid common mistakes

    The rationale behind establishing an IRA may be quite simple; however, the rules for inheriting and distributing the IRA benefits upon the owner’s death are anything but. Therefore, understanding the rules governing IRA inheritances, for an IRA owner as well as the named beneficiary, is critical to avoid any unintended consequences, including paying higher taxes or forfeiting asset growth.

    Category Trusts And Estates

  • 04.09.19

    Estate planners’ thoughts on their own estate plans

    As estate planners, we ask our clients a lot of questions and answer a lot of questions to help craft an estate plan that meets the needs of the client’s family and situation. We each have our own families and our own situations that need careful thought as well. Here are some of the thoughts that we have considered as we have created our own estate plans.

    Category Trusts And Estates