What are the Big Tax Penalties to Avoid in Retirement?
April 21, 2021
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Protecting a nest egg is tough enough. Don’t make the situation far worse.
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What Is Family Business Succession Planning?
April 1, 2021
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Studies have shown that the number of family businesses owned by second generations and third generations dramatically decline for a number of reasons. One large reason is the lack of business succession planning for the family business.
Estate, Business and Retirement Planning for the Farm Family
March 10, 2021
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Planning is one of the most important aspects of managing any business. This is especially true for farms and agribusinesses, due to their complexity and the inherent uncertainties associated with agriculture.
How Do I Use a Charitable Remainder Trust with a Large IRA?
March 1, 2021
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Charitable remainder trusts give you more options and more control on how your heirs inherit, now that the “stretch” IRA is a thing of the past.
Dividing Retirement Accounts in a Divorce?
February 8, 2021
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Gray divorce issues include weaving through the complications of splitting pensions, 401(k)s and more before the process is complete.
Estate Planning for Retirement
January 29, 2021
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Few retirees have all of these documents that are crucial to their golden years — especially during a pandemic.
Should I Create an LLC for Estate Planning?
July 21, 2020
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Somewhere between a corporation and a partnership lies the limited liability company (LLC). This hybrid legal entity is beneficial not just for small-business owners but is also a powerful tool for estate planning.
Tapping an Inherited IRA?
June 23, 2020
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When a loved one dies, any leftover IRA funds they had, goes to whomever they labeled as beneficiaries. If you’re a beneficiary, you have to decide how you’re going to use it—a decision that’s a little more complicated this year than it normally is.
How the CARES Act has Changed RMDs for 2020
June 1, 2020
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Here is what you need to know about delaying required withdrawals from a retirement account until 2021.
Relocating for Retirement, Family … or Taxes?
May 21, 2020
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Does your ability to pass on your wealth to your heirs depend on where you live … and die? Indeed, it does.
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