What You Need to Know About Estate Taxes
Knowing the tax rules can help you pass on more of your money to your loved ones while minimizing taxes.
May 4, 2023
Blog Articles
Ask Mom if She has a Will
My mother told me many times over the years that she had a will, and I believed her. When she passed away, we discovered that her will was 40 years old—and completely useless.
December 9, 2022
Can I Protect My Elderly Parents?
As the American population of seniors continues to expand, the need for intentional estate planning becomes more urgent, especially for the children of aging parents.
December 2, 2022
Why Do I Need an Estate Planning Attorney?
These are among the things an estate attorney can help you with planning. That’s why it’s essential to ensure you have one by your side, if you’re leaving an inheritance behind.
November 30, 2022
Factors to Consider when Picking Executor, Trustees and POAs
One of the biggest challenges that clients encounter during the process is deciding who to appoint as their trustees, powers of attorney, health care surrogates and executors.
November 10, 2022
Why Is Beneficiary Designation Important?
When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’
November 9, 2022
Estate Planning
Do I Have to Pay Taxes during Retirement?
Some retirees may be surprised to learn that a portion of their Social Security benefits could be subject to federal income taxes.
October 13, 2020
Annuities
Do Unmarried Couples Need Estate Planning?
Experts say that creating a plan for what happens to your estate — regardless of how meager or massive your assets — is key for unmarried couples who want their commitment to each other protected in the event of death.
January 24, 2020
401(k)
Are There Other Benefits to Roth IRA Conversions Besides Taxes?
For some savers, the appeal of moving assets to a Roth individual retirement account often stems from the tax-free income it will deliver in their golden years.
January 16, 2020
401(k)
How Will My 401(k) Be Taxed When I Retire?
When you withdraw funds from your 401(k)—or ‘take distributions,’ in IRS lingo—you begin to both enjoy the income from this retirement mainstay and face its tax consequences.
January 3, 2020
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