Estate Planning

How to Leave Assets to Minor Children

Posted on: February 19th, 2013
Every parent wants to make sure their children are provided for in the event something happens to them while the children are still minors. Grandparents, aunts, uncles and other relatives often want to leave some of their assets to young children, too....

Estate planning for young families

Posted on: January 7th, 2013
Many young families put off estate planning because they are young and healthy, or because they don't think they can afford it. But even a healthy, young adult can be taken suddenly by an accident or illness....

What to Do with an Inherited IRA

Posted on: November 20th, 2012
A surviving spouse who inherits an IRA from his/her spouse can roll it into a new IRA or merge it with his/her own IRA. In either case, the account can continue to grow tax-deferred and the surviving spouse can continue to make contributions until he/she ...

Planning For Incapacity and Long-Term Care

Posted on: November 13th, 2012
With people living longer due to advances in medicine and changes in lifestyle, odds are that most of us will become disabled for some time before we die and may need long-term care....
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