There are many parts to an Estate Plan. The Revocable Trust is just one part.... [Read more...]
Roth IRAs Can Be a Great Planning Strategy: Advanced
This is the second in a two-part series on Roth IRAs. The first part reviewed... [Read more...]
Roth IRAs Can Be a Great Planning Strategy: Basics
Roth IRAs can be a great planning strategy. They can save taxes and help in... [Read more...]
Updating Your Plan: Your Trust or Will
As we approach the end of the year, it’s a good time to think about... [Read more...]
It’s Better to Give, Especially This Year
Normally, you must itemize your deductions in order to benefit from them. In 2020, the... [Read more...]
Updating Your Plan: Powers of Attorney
As we approach the end of the year, it’s a good time to think about... [Read more...]
Tax Planning for 2021
Planning is important for your income taxation during life as well as for any estate... [Read more...]
Updating Your Plan: Beneficiary Designations
As we approach the end of the year, it’s a good time to think about... [Read more...]
Assignment and Nominee
What’s an “Assignment and Nominee” agreement and what does it do? Some attorneys use such... [Read more...]
What Is a HIPAA Release?
The acronym HIPAA stands for the Health Insurance Portability and Accountability Act of 1996. In... [Read more...]
Planning for Education Expenses
Planning is important when providing for your children or grandchildren. But planning for their education... [Read more...]
Planning for the Unexpected
It’s important to have a plan. If you don’t have a plan, your state law... [Read more...]
