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 R ...
What Does It Mean To Say A Power Of Attorney Is Springing?
Writing a power of attorney is an important part of your estate plan. This ensures that you have appointed a chosen and trusted agent to step in and manage your ...
Appreciation’s Impact on Your Gifting Strategy
As you revisit your estate plan and consider making alterations heading into 2023, it's important to think about what you intend to pass on to your loved ones a ...
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 hop ...
Do You Really Have to Name a Life Insurance Beneficiary?
When you pass away, there are many different assets that may be part of your estate and outside of your probated estate. These assets may pass on to your loved ...
Should An Estate Ever Be Listed As An IRA Beneficiary?
You have the opportunity to decide several different options for naming an IRA beneficiary. You'll want to establish what is most applicable in your situation a ...