Posts about
Estate
Common Estate Planning Pitfalls
Estate planning is complicated. In many cases, people sign a stack of documents at their attorney’s...Life Happens... Are Your Estate Documents Established and Current?
Life transitions often take us by surprise. If you could take steps now to reduce stress for...Death Taxes? But I’m Not Rich!
Estate and inheritance taxes, often referred to as “death taxes,” may apply to individuals leaving...Estate Planning…Yeah, I Should Get Around to That.
Everyone knows they need estate planning documents, right? After all, what exactly falls under the...When a Lovely Sunset Turns Out to be…A Big Tax Bill
Why it Matters. Would you agree nearly everyone loves a beautiful sunset – AND – does not want to...Making the Most of Your Beneficiary IRA
As baby boomers age, many find themselves the beneficiaries of a deceased parent or sibling’s...