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Can My Roth IRA Be An Estate Planning Tool?

Roth IRAs allow you to pass along as much wealth as possible to your heirs if they are structured appropriately. With the SECURE Act, the opportunity to use a Roth IRA as an estate planning tool increased significantly. This is because your beneficiaries ...

Manager Offering Life Insurance

How to Evaluate Life Insurance in Your Estate Plan

Life insurance is an essential financial product that can give peace of mind and options to your loved ones if something happens to you. While you certainly hope that your family members never need to turn to life insurance because of your unexpected pass ...

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Is It Possible to Pick a Bad Executor?

Your executor or personal representative is a person who plays a crucial role in the administration of your estate. It is not only important to pick someone who is capable of following through on this task, but also someone who will be able to handle all ...

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How Many Digital Assets Do You Own?

A holistic estate plan includes not just your physical property, such as your collections, jewelry, art, homes and more, but also your digital assets. Digital assets is a broad term that incorporates most of your electronic communications and digital prop ...