At this point, you don’t need to be reminded of the events of the present. If there were ever a wake-up call to get your estate plan in order, recent news is it. Planning for the future is especially critical if you are a business owner or CEO. First Steps to Asset...
Few things in life provoke more anxiety than financial precarity. Often, in a bid to close gaps and meet basic needs, individuals turn to credit to cover urgent costs, counting the ability to forge a lasting solution when time permits. Clawing one’s way back up this...
Charitable giving comes in many forms. Some people make philanthropic achievements a lifetime goal, while others will make donations periodically throughout their life when they feel passionate about a particular cause. Another way that many people choose to give to...
Most IRA owners want the person they’ve named as IRA beneficiary to delay the payment of income taxes for as long as possible. For a vulnerable IRA beneficiary, there is a secondary goal of passing the IRA account in a way that protects the income tax deferral, but...
The SECURE Act, which was effective January 1, 2020, is the most impactful legislation affecting retirement accounts in decades. The SECURE Act has some positive changes: it increases the required beginning date (RBD) for required minimum distributions (RMDs) from...
You couldn’t be blamed for thinking a safe deposit box is the best place to store estate planning documents; after all, the name suggests that it’s a pretty safe place. However true, “safe” should not be your only criteria in determining where to store...
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