After someone dies, family members will need to locate all of the decedent's important papers.
Archive - January 2019
If Your Will Directs that Your Estate Be Divided Equally Between Children, and One of Them Dies Before You Do, How Will Your Assets be Divided After You Die?
If you fail to change your will, state law will step in.
How Do I Handle an Inherited IRA?
The beneficiaries of an inherited IRA are bound to IRS rules.
How Do I Include Retirement Accounts in Estate Planning?
While most estate planning focuses on physical property, like your home, and liquid assets, such as...
Using a Health Savings Account for Retirement Health Care Costs
In 2019, you can save up to $3,500 in a health savings account, if you have self-only health...
Don’t Neglect Planning for Long-Term Care
As people live longer, the retirement population grows and health care costs climb, long-term care...
How Con Artists Get Your Personal Data
Con artists do not have to go into the dark web to buy enough information about people to open up...
Here’s Why You Need an Estate Plan
No matter what line of work you are in, estate planning has facets that apply to everyone, and it...
Make Your Retirement Dreams Come True
While a retirement wish list might include roaming the world or pursuing a luxurious hobby, the...
Get Estate Planning Details Done in 2019
We, unfortunately, and often at considerable time and expense, wind up cleaning up the messes...