What Will New Acts of Congress Mean for Stretch IRAs?
The SECURE and RESA acts are currently being considered in Congress. These acts may impact stretch IRAs. A stretch IRA is an...
Category: Estate Planning
Comprehensive estate planning advice to help protect your assets, legacy, and loved ones.
Why are Senior Citizens So Vulnerable to Scammers?
The amount of money stolen from seniors is absolutely stunning, but what makes this worse is that victims are often too...
How Can Beneficiary Designations Wreck My Estate Plan?
It's not uncommon for the intent of an individual's will and trust to be overridden by beneficiary designations that weren't...
What Did a CA Couple’s Grandkids Say That Led to a $750-mil Donation?
A substantial donation followed the events described by Stewart Resnick. He saw that, after some unusual winter weather in...
Managing an Aging Parent’s Financial and Legal Life
As parents age, it becomes more important for their children or another trusted adult to start helping them with their...
‘Aging in Place’ Presents Several Issues that Require Preparation
If aging in place is your goal, then long-term planning needs to be considered, including how the house will function as you...
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...
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....