Posted on: January 22, 2023
Perhaps you’re a parent expecting your first child, adopting, or maybe you’re a grandparent looking forward to another bundle to bounce on your knee. The joy of a new arrival can be all-consuming. But as we all know, the anticipation must give way to action, planning everything from daycare to diapers. Of course, it’s hard […]
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Posted on: January 19, 2023
A qualified charitable distribution is a direct transfer of traditional IRA funds to a qualified charity.
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Posted on: January 18, 2023
The $100 million battle involving Larry King’s widow Shawn has heated up with the late television personality’s ex-business managers accusing him of having a secret bank account, RadarOnline.com has learned.
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Posted on: January 16, 2023
When the 7520 rate is low—as it has been for 15 years—opportunities for good planning abound. However, what about when the rate is high? Few estate planners have needed to ask themselves that question until very recently.
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Posted on: January 15, 2023
In the dark of the night, snuggled within the 4,000+ page Omnibus Bill meant to keep the machine of government well-oiled, lies a passage that may change the future of retirement saving.
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Posted on: January 15, 2023
There’s no single path for everyone to follow. However, you might consider establishing a trust, which offers some key benefits.
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Posted on: January 12, 2023
Jerry Lee Lewis passed away in October 2022, leaving a long legacy, a large family, and a multimillion-dollar estate. What could Jerry Lee Lewis's Estate Plan look like? Celebrities can give us a glimpse into lifestyles beyond our wildest dreams. But stars face many of the same estate planning issues that the rest of us […]
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Posted on: January 10, 2023
Don't leave your family to fight over your belongings if something happens to you. Having a plan in place can help them grieve in peace.
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Posted on: January 9, 2023
Equally sharing the wealth among the children isn’t always fair, such as when one sibling is the primary caretaker, or another is already wealthy.
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