Estate Planning
What Should I Know About Being an Executor?
Being named in someone’s will as the executor–the person to handle and settle up estate matters–sounds like a great honor.
January 22, 2020
Blog Articles
Alzheimer's
How Did Alzheimer’s Impact the Estate Planning of These Famous People?
In honor of Alzheimer’s Awareness Month – and the more than five million Americans living with the disease – we highlight our Top 7 Celebrity Estates impacted by Alzheimer’s disease…
January 13, 2020
Estate Planning
How Much Control from the Grave Can Parents Have?
They want to leave their house to all three of the children, but they do not want us to sell the home after they both die. Is there a way they can make it, so the house can’t be sold after their deaths?
January 2, 2020
Estate Planning
I’ve Inherited an IRA – Now, What about Taxes?
One wrong decision can lead to expensive consequences, and good luck trying to persuade the IRS to give you a do-over.
December 25, 2019
Asset Protection
Why is Ashton Kutcher So Stingy with his Kids’ Inheritance?
In a recent episode of the Dax Shepard podcast “Armchair Expert,” Kutcher said he wasn’t creating trust funds for his two children with his wife, Mila Kunis.
December 13, 2019
Estate Planning
What Is an Ethical Will and Do You Need One?
An ethical will—also referred to as a legacy letter—can be a valuable complement to your legal will, as well as a wonderful gift to your family or other loved ones.
December 5, 2019
401(k)
What are the Biggest Estate Planning Errors to Avoid?
It is estimated that more than 50 percent of all Americans don’t have a will, and in our Future File business, we have estimated that less than 10 percent of the U.S. population has a complete legacy and wishes planning system.
November 20, 2019
401(k)
What Will New Acts of Congress Mean for Stretch IRAs?
I am concerned about the SECURE and RESA acts currently being considered in Congress. If either of them passes, my children will lose the inherited stretch IRA ability and face a much higher tax bill upon my demise.
November 18, 2019
Asset Protection
What Do I Do With an Inherited IRA?
If you are lucky enough to inherit a 401(k) or an IRA, when you don’t know what you are doing, you could put your inheritance at risk. The tax rules need to be followed to the T. These IRS inherited IRA rules will vary, depending on who has passed away, and who is inheriting the retirement accounts.
October 30, 2019
Estate Planning
Who Should I Choose as My Trustee?
One of the most important decisions you face when creating a trust, is the choosing of the right trustee.
October 16, 2019
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