Conversations with family, friends, and colleagues can sometimes wander into the topic of lawsuits, divorces, bankruptcies, and other threats that put one’s property at risk of loss to a creditor…. Read More »
Posts Categorized: Estate Planning
Retirement Account Basics for 2020
The COVID-19 pandemic has led to volatile markets, and your retirement account may have a much smaller balance than only a few short months ago. In response to the economic… Read More »
Lessons from COVID-19: The #1 Legal Document Every Adult Needs to Have
Although the impacts of COVID-19 continue to leave Americans and the global community uncertain of the future, you don’t have to feel helpless. In fact, now is a great time… Read More »
Preparing for Death
If nothing else, recent events have brought us face to face with mortality. Although none of us knows when death will overtake us or a loved one, we know that… Read More »
Take Your Estate Planning Documents With You on Vacation
Something to consider before you embark on your summer travels.
IRS Now Allows IRA Distribution Deferrals
IRA growth after retirement has previously been limited by required mandatory distributions. A new deferment option now allows seniors the opportunity for more retirement account growth.
Leaving a Lasting Legacy
Some thoughts about exercising wise stewardship.
President Obama’s Proposed Tax Changes for Estates
The last proposed budget of Barack Obama’s presidency contains several changes to the tax code that could affect your estate plan.
Have a Favorite Charity? Consider an Endowment
It is not easy for nonprofit organizations to secure new funding sources every year. When a regular donor passes away, the organization is often left with a desperate need to replace the funding. If you want to avoid this happening to your favorite charity, you can leave an endowment in your estate plan for a lot less money than you probably think.
How to Talk with Young Children about Death
Jim Daly, the president and CEO of Focus on the Family, gives great tips on talking with young ones about death.