By now, you’ve probably been contributing to your IRA for many years. It’s the nest egg that is going to get you through the best years of your life. But there’s one question you need to ask yourself: is my IRA included in my estate? We don’t want to think …
Read MoreNew Year, New Estate Plan
New Estate Plan for the New Year The clock strikes midnight, the champagne is popped, and you’ve finished your rounds of “Happy New Year!” to your family and friends. Now what? Typically, January 1st consists of hard reflecting on the new year’s resolutions we plan to implement and hopefully carry …
Read MoreReviewing Your Estate Plan: Birth of a Child
Last week we discussed occasions when you should review your estate trust or estate plan. In the next few weeks, we are highlighting some of the major milestones in one’s life that are great moments to review. One of the first occasions to review your estate plan is after the …
Read MoreWhen Should You Review Your Estate Plan?
When should you review your estate plan? The best answer is frequently. After you complete your estate planning, it is important to remember not to neglect it. Life changes, and therefore so may your situation. We previously spoke about the importance of estate planning citing an example of building a …
Read MoreA COMPREHENSIVE ESTATE PLAN
Most people believe estate planning is preparing documents to address inheritance issues at death. However, a good comprehensive estate plan addresses death, taxes, and incapacity issues. Documents for A Comprehensive Estate Plan Will. The Will governs any property held in the client’s individual name at death. It provides for the …
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