Should I Move All My IRAs to a Roth?
Medical expenses-often more a factor for retirees-can be taken as an itemized deduction, if you have taxable income to count...
Category: Estate Planning
Comprehensive estate planning advice to help protect your assets, legacy, and loved ones.
What Documents Are Part of My Estate Planning “Must Have’s”?
Many people think that having an estate plan just means drafting a will or a trust. However, there's much more to include in...
Does a Beneficiary of an Estate Need to Live in the U.S. to Inherit?
When a person dies without a will, who inherits and receives a distribution of his or her estate assets is governed by the...
Trusts: How Does it Work in My Estate Plan and Which Type is Best?
A trust can be a useful tool for passing on assets, allowing them to be held by a responsible trustee for beneficiaries....
In This World Nothing is Certain but Death and Taxes
No one actually enjoys paying taxes, and few of us really want to think about our own death, but both require advance...
Understanding Beneficiary Designations and Your IRAs
If you're like most people, you opened that IRA many years ago. You may not have any idea who you named as your beneficiary....
Dark Side of Medicaid Means You Need Estate Planning
A woman in Massachusetts, age 62, is living in her family's home on borrowed time. Her late father did all the right things:...
Your Spouse Just Died … Now What? Tips for the Surviving Spouse
In many relationships, it's common for one spouse to play money manager and the other to take a more passive role. This,...
What Can I Do with Unspent Money in a 529 Plan?
Los Altos Online's recent article, "How to use up leftover money in a 529 college savings plan," says there several ways to...
Estate Planning: What’s Best for You, a Will or a Trust?
That may be an idealistic portrayal, but there is some truth to it. It is no longer unusual for families to engage in estate...