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The Benefits of Bypass Trusts
Trying to predict the federal estate tax is about as easy as trying to predict the stock market. After a decade of almost yearly changes.
Stretch IRA: A Handy Estate-Planning Tool
A stretch IRA is a traditional IRA that passes from the account owner to one or more younger beneficiaries at the time of the account owner’s death.
Spring Cleaning — Put Your Financial House in Order
As you file away your forms and schedules at the end of the tax season, it’s a good time to take a closer look at the big picture of your financial structure and tidy up where needed.
Questions to Ask When Drafting an Estate Plan
Because you’ve worked hard to create a secure and comfortable lifestyle for your family, you’ll want to ensure that you have a sound financial plan that includes trust and estate planning.
Marriage: Entering a New Investment Life
There are a lot of issues that couples need to think about when tying the knot — wedding preparations, family, and, of course, finances.
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