Roth IRAs are powerful and flexible financial planning tools. They are also complex. As a result...
Category - Previous Posts
How Do I Get an Executor to Sell My Mom’s Home?
If the will does not specifically provide a bequest of the home and the will says everything goes...
What’s Best for You, a Will or a Trust?
In past generations, families were very close, there were few estates that had any tax liability...
Who Will Inherit the Family Home?
You should go to an estate planning attorney to sort things out and make sure both of you are on...
Succession Planning For Business Owners
A solid estate plan should include your will, a power of attorney and a trust. All of these...
Get the Facts About Dementia Care
The Alzheimer’s Association created practice recommendations for nursing homes and assisted living...
Can You Protect Your Home If You Need Medicaid?
If you are single or are a widow or widower and will likely never return home after moving into a...
How Will Baby Boomers Handle “Long-Term Caregiving?
Nine in 10 baby boomers, who expect to be caregivers, say they are willing to make significant...
How Do I Name a Trust as the Beneficiary of an IRA?
When you set up an IRA with a brokerage, you’ll usually be asked to designate a beneficiary. This...
How Do I Include My Digital Assets in My Estate Plan?
Smart estate planning, therefore, includes addressing how to handle digital assets.