We each have causes which move us deeply, and call us to action. Through gifts of time and resources, we each support these well loved charities during our lifetimes. Charitable giving is a great way to give back to those causes. Yet, it is important that you also take care of your affairs. A financial […]
Annual exams are a part of life. As we age, these appointments grow more and more important to catch potential issues before they become serious. Similarly, due to ever-changing tax laws and interpersonal relationships, it’s a good idea for clients to review their estate plan regularly. When your estate plan is written, it reflects the […]
While watching a movie or reading a book about wealthy individuals and their families, you may have come across terms such as “heir,” “descendant,” and “next of kin.” Though made-for-Hollywood storylines use these terms interchangeably, words describing familial relationships have distinct definitions. Using the correct terms is critical in wills, trusts, and other legal documents […]
Do you have an individual retirement account or other type of retirement account that you plan to leave to your loved ones? If so, proceed with caution! Inherited retirement accounts do not have asset protection when they pass to your loved ones, meaning creditors can seize the money in the accounts to satisfy any claims […]
