How Does My Inherited IRA Fit into Estate Planning?
An inherited IRA can be a valuable asset, but it comes with specific tax rules and distribution requirements that impact estate planning.
Estate Law Blogs & News
What Is the Difference Between Wills and Trusts?
Preparing an estate plan for managing and distributing your assets in the case of death is one of the most important steps you could take to protect and provide for loved ones.
Why You Want an Estate Planning Attorney
Here are four types of estate situations that could call for professional legal help.
How Does an IRA and 401(k) Fit into Estate Planning?
Investing for retirement is one of the most important steps you can take toward building a secure financial future for you and your family. The sooner you can start, the better. Contributing to a retirement account can help you work toward your goals and may provide tax advantages to boost your progress.
Why Updating Your Will is Necessary
Life and laws change from year to year. Here’s why you should be updating your will to reflect.
Legacy Planning: Secure Your Family’s Future
Estate planning is always a difficult subject to deal with, because who wants to arrange things for when they die?
When Your Spouse Won’t See an Estate Planning Attorney
I’m looking for guidance on where to start with planning, in case something happens to me or my husband.
Naming an Executor or Personal Representative in Your Will
When you draft your will, you should name an executor.
What Happens If My Partner Dies and We’re Not Married?
All couples can now take advantage of tax benefits for married partners, pass assets from one spouse to another with ease and qualify for Social Security spousal and survivor benefits. However, not all couples want to get married.
What’s an Estate Inventory?
Completing an estate inventory can be one of the most challenging aspects of being the executor of an estate.
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