Retirement Plans: Separating Fact From Fiction
Planning for retirement is no simple task. In addition to figuring out how much you’ll need to live on and... Read More
Retirement Planning Blog
Must a Power of Attorney be Registered or Recorded?
A Power of Attorney, like a Trust, does not need to be registered or recorded in the public records in... Read More
Incapacity Planning The Funeral Rule: What is It?
Someone close to you has just passed away. It’s up to you to plan the funeral, and along with the... Read More
Estate Planning Where Will You Be Buried?
Who gets to decide where a deceased person is buried? This is a question highlighted in a recent Florida Times-Union... Read More
Estate Planning Use Your Phone to Track Your Tax Refund
This tax season, there’s a new way to track your tax refund. The IRS has launched IRS2Go, a free mobile... Read More
Taxes Are Withdrawals From an Inherited 401(k)Taxable?
When you leave your 401(k) to a designated beneficiary, the money that beneficiary withdraws from your plan is counted as... Read More
Estate Planning, Retirement Planning Death and Credit Card Debt
Everyone knows that when you pass away, those you’ve named in your Will or Trust stand to inherit your possessions.... Read More
Estate Planning The Pros and Cons of Joint Tenancy
When you’re the co-owner of property, one of the simplest ways to ensure that the property avoids probate at your... Read More
Estate Planning Do You Need Life Insurance If You’re Retired?
When you have a young family, life insurance is an essential part of making sure that your spouse and children... Read More
Estate Planning, Retirement Planning Three Mistakes to Avoid After the Death of a Spouse
The death of your spouse is an incredibly difficult time in your life. With the upheaval you’re experiencing, it can... Read More
Estate Planning, Probate Don’t Fall for IRS Scams
‘Tis the season for IRS scams. Although scammers impersonate the IRS year-round, the frequency of these scams increases substantially during... Read More
Taxes Building Flexibility Into Your Child’s Trust
Part of your role as a parent is to prepare your child for a successful adulthood, including protecting him from... Read More
Estate Planning, Parents w/ Young Children, Wills and Trusts