How Does My Inherited IRA Fit into Estate Planning?
June 1, 2022
Most people don’t know the first thing about the Secure Act and yet it has great impact on their retirement planning.
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Most people don’t know the first thing about the Secure Act and yet it has great impact on their retirement planning.
In presentations regarding essential actions individuals should take regarding inheritance, emphasis is usually placed on drafting a will. This leaves unanswered what happens to assets that do not pass by will —so called non-probate assets.
Here are some important parts of your estate plan that should be reviewed.
Resist the urge to use your will for vengeance
Here are the top five mistakes people make that upend their planning.
This post circulating on Facebook addressing do-it-yourself estate planning makes some good points but also contains some major falsehoods, especially as they apply to Louisiana. Learn what is good and not so good about this post intended for people outside of Louisiana.
While the number of older Americans with wills has been dropping in recent years, that doesn’t mean you should forego this legal document.
Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.
Beyond not making a will at all, here are the biggest mistakes that estate planning attorneys see clients make.
You may want to consider some financial issues before walking down the aisle again.
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