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How Do I Maximize My IRA?

Use these suggestions to boost the balance in your retirement nest egg.

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Do You Want to Be an Executor?

Only you know your capacity and willingness to serve, or the degree of need expressed by the person asking you. However, it should help to know first that if you do decide to accept, there can be help out there and second there are standard procedures and practices you can follow.

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Addressing Vacation Home in Another State in Estate Planning

So why should you consider a more comprehensive plan than just leaving an out-of-state vacation home in your will?

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What Is Ambiguous Loss Concerning Dementia Patients?

Your loved one is there but not there. They may be sitting right next to you, holding your hand, looking into your eyes, but they really aren’t there in quite the same way.

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When Should I Revise My Will?

Even if you’ve already drawn up a will, if you’re in one of these situations, it’s a good idea to review your final wishes and make any necessary changes, so your money and personal belongings are left in the right hands.

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When Should I Hire an Estate Planning Attorney?

Here are four types of estate situations that could call for professional legal help.

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Do I Need All Insurance after 65?

Retirement is when everything changes. Seniors may end up with new schedules, new hobbies, and even new homes. In the midst of all these exciting changes, don’t overlook the mundane: your insurance coverage.

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What Is the Purpose of a Marital Deduction Trust?

If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a marital trust.

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Can You Leave an IRA to a Beneficiary?

Maximize the impact of your legacy and make sure it supports the people and causes that are most important to you.

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How to Plan in a Time of Uncertainty

Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.

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