Blog

As you prepare your estate plan, you might consider leaving a portion of your savings to a beloved charity (or two, or three . . . ). Wherever your heart lies—animal rights, environmental preservation, educational outreach,...

A lot of care and consideration goes into the choosing of a beneficiary and the creation of an estate plan. Unfortunately though, things do not always work out as we’ve planned. So you might wonder, “What happens...

Are you and your spouse holding real estate in a trust as a married couple? Or you are planning to, someday in the future? There are different ways to go about this, so today we’re going to talk about the method we use...

It’s not enough to simply have a will. If you want to ensure your assets are distributed in the way you’ve planned after your death, you must learn how to title your assets properly. Too many people forget to...

Thinking about worst case scenarios for your life isn’t a very enjoyable undertaking, and planning for those worst case scenarios is even harder. Suddenly, you’re seriously discussing what would happen if, for...

Few of us like to think about getting older. We don’t want to admit we may need help getting around in 40, 20, or even 10 years. We don’t like to think about how our health in our senior years could affect our...

In our last post, we talked about the IRD taxes that your beneficiaries will have to pay after they inherit your IRA. These taxes cannot be eliminated, but they can be reduced with the “stretch out” plan we...

Your dog is more than just an animal that lives in your home. He is a family member. A companion. A friend. And like a child, your pet relies on you for food, shelter, and happiness . . . But what happens to your pet when you...

When your beneficiary inherits your tax-deferred retirement plan (whether it’s a 401(k), IRA, 403(b), or SEP) after you pass away, they are required to pay taxes on all the money they receive. These taxes, which could...

Do you own guns? Whether you have one, two, or a whole collection, it is important that you learn about gun transfer after death. If the gun (or guns) is not transferred properly, your beneficiaries could end up facing state...