Joint tenancy is an arrangement that allows beneficiaries to access your account, without having to...
Category - Previous Posts
Can You Explain the Concept of Step-Up Basis?
There are several tax concepts that are important for real estate investors, but for many people...
How Do I Protect My Elderly Parent from Scams?
Adult children of seniors need to be alert, because there are some insidious financial scams out...
End-of-Year Financial Tasks
A task without a deadline is just wishful thinking. Sometimes, you can get away with...
What Women Need to Know about Social Security
Understanding the rules about Social Security benefits and when to start claiming Social Security...
How Do I Avoid Early Withdrawal Penalties on Retirement Accounts?
Substantially equal periodic payments are one option available to those who really need to tap...
Can I Disinherit a Family Member?
If you don't want your deadbeat brother or even an estranged spouse inheriting your estate, you...
The Often-Overlooked Beneficiary Designation
If you’ve ever spent time working through your estate plan with a professional, you know how...
How Do Special Needs Trusts Work?
The most common question faced by special needs parents and caregivers is, ‘What will happen to...
What Is Probate and How to Prepare for It?
We have all heard the term ‘probate.’ However, we may not be exactly sure what this means. It may...