Estate Planning

Is a Charitable Remainder Trust Right for You?

Jan 29, 2023

Over our lifetimes, estate planning goals often change. When our families are young, our prioritie...

Be Sure to Include Your Pets in Your Estate Plan!

Dec 27, 2022

Estate planning is something we do for the ones we love. Too often, however, people neglect their fu...

Taking Over Your Parents’ Finances

Dec 15, 2022

Your parents were probably your first teachers about money. They may have helped you open your first...

Inherited IRA Distributions Beneficiary Requirements

Nov 22, 2022

Individual retirement accounts, or IRAs, are a tax-advantaged way to save for retirement. If you hav...

Year-End Tax Planning for 2022

Nov 11, 2022

As of this writing, we are only about six weeks away from the end of 2022. If you have a lot to do b...

“Newman’s Own” Estate Plan Problems

Oct 24, 2022

Last month, we discussed the problems created by Anne Heche not having an estate plan in place bef...

Anne Heche Leaves an Estate With No Direction

Sep 08, 2022

Actor Anne Heche made recent headlines with a dramatic car crash into a house that resulted in her d...

What to Know About Portability

Aug 25, 2022

The months after the loss of a spouse are difficult for a variety of reasons, not the least of which...

Required Minimum Distributions and the Qualified Charitable Deduction

Aug 18, 2022

As people move into their seventies, a couple of things are likely to happen. They may become increa...

Aging Parents and Estate Planning

Jul 22, 2022

Bringing up the topic of estate planning with your aging parents can be challenging, which is why ma...