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The One Thing Every New Grandparent MUST Do As Soon as Possible

Posted on: June 13th, 2018
One thing that every new grandparent must do as soon as possible that is often overlooked. Specifically, every new grandparent should immediately create (or revise) an estate plan so that it includes your family’s newest generation....

Beneficiary Designations and a Blended Family: Why You Need to Think Before You Sign

Posted on: June 6th, 2018
Whether you are in your first marriage or have remarried after a divorce, blended families are a common part of modern society. That being said, it is important to understand that blended families and subsequent marries create important and unique issues when it comes to estate planning....

Roth IRA Conversions After Tax Reform...Still a good idea? What are the implications for your family if you don’t spend all the money?

Posted on: May 30th, 2018
Twenty years ago, the Roth IRA first became available to investors as a financial tool for their estate planning needs. These accounts have maintained their popularity because unlike their traditional IRA counterpart, a Roth IRA provides account owners tax-free income during retirement....

Are Your Documents Following the Same Script? Basics of Beneficiary Forms and Estate Planning

Posted on: May 23rd, 2018
In the event of your untimely death, the manner in which your beneficiaries -- or those people who receive your assets from your estate -- are determined is highly dependent on how your property is titled....

Don’t Make These Common, Expensive Mistakes: How to Leave Assets to Minor Children

Posted on: May 9th, 2018
Most parents want to make sure their children are provided for in the event something happens to them while the children are still minors. Grandparents, aunts, uncles, and good friends sometimes want to leave gifts to beloved young children, too. Unfortunately, good intentions and poor planning often have unintended results....

How to Leave Assets to Adult Children

Posted on: May 2nd, 2018
Some parents worry about leaving too much money to their children. They want their children to have enough to do whatever they wish, but not so much that they will be lazy and unproductive. So, instead of giving everything to their children, some parents leave inheritances for grandchildren and future generations through a trust, and/or make a generous charitable contribution....
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