Do You Have to Pay Taxes on Inherited IRA?
March 24, 2022
No Comments
Tax rules on individual retirement accounts (IRAs) are different for inherited IRAs. Some differences are positive.
Our Blog
Can Grandchildren Receive Inheritances?
March 23, 2022
No Comments
Children and grandchildren motivate us to think about a will and life insurance. However, it is problematic to name minor children as beneficiaries.
Can I Add Children’s Names to my House Deed?
March 21, 2022
No Comments
It’s true that if your child is on your deed as a joint tenant on your home, your home will not have to go through probate if your child survives you. At your death, your surviving child would immediately become the sole owner of your home without probate and with minimal transfer costs.
What Happens when Cryptocurrency Holders Die?
March 16, 2022
No Comments
In today’s digital era, the departed will be survived by their electronic footprints, such as iPhone photo albums, Spotify playlists—and cryptocurrency wallets.
What are the Biggest Tax Mistakes in Wealth Transfer?
February 18, 2022
No Comments
We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?
What Legal Terms in Estate Planning do Non-Lawyers Need to Know?
February 14, 2022
No Comments
For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.
What’s the Difference between Probate Assets and Non-Probate Assets?
February 9, 2022
No Comments
Non-probate assets are those assets which do not go into an estate when the owner dies.
What Estate Planning Documents Should Everyone Have?
January 26, 2022
No Comments
This is a great time to get organized with estate planning—it will make things a lot easier for yourself and your loved ones.
Is It Better to Inherit Stock or Cash?
January 14, 2022
No Comments
If you’re planning to leave your heirs any sort of inheritance, you’re already giving them a valuable financial leg up.
What are Digital Assets in a Will?
January 10, 2022
No Comments
Most family members may not have a clue what we have floating out in cyberspace. Accessing or deleting accounts can be tricky for family members, if they don’t have your login credentials.
Recent Posts
Join Our eNewsletter & Blog Digest
