estate planning

For many nearing retirement, the excitement of entering the golden years can be overshadowed by fear. With record-breaking inflation rates, coupled with market

As 2022 comes to a close, you may be thinking about an array of resolutions you have for the new year. But have you considered making one of your goals to

‘Tis the season to deck the halls, light the menorah and help provide peace on earth (or at least to your families) with a well-constructed financial and estate

With the holiday season quickly approaching, you may be considering how you want to make your charitable donations. If you’re an IRA owner, you may want to

When considering the best way to leave your loved ones an inheritance, it’s important to be aware of the options available to you. While life insurance is a

Saying “no thanks” to an inheritance might seem like a crazy idea to most, but don’t count it out until you know all the benefits. A disclaimer allows a

Considering naming a charity as a beneficiary of your estate? The tax-exempt status of non-profit organizations can make IRAs ideal for charitable gifting, as

For some people, leaving a legacy is as simple as naming their spouse as their sole beneficiary, but for many, there is a list of loved ones they want to

As the beneficiary of an inherited IRA, you might be aware of some rules that come with these retirement accounts. However, are you also aware that the rules

Sadly, spousal beneficiary mistakes are common, and making financial decisions in a time of grief can be especially challenging.