While individual retirement accounts typically fund one's retirement years, you can also use a Roth IRA as an effective estate planning device for ... Read More
What is the Difference Between Simple Wills, Living Trusts & Living Wills?
Sometimes estate planning language is confusing because there are terms that overlap such as simple wills, living wills, and living trusts.Let's take ... Read More
The Benefits of Delaying Retirement
A lot of people saw their retirement plans go off-track during the economic downturn of 2007 and 2008. If this includes you and you have to make ... Read More
DIY Estate Planners Beware: Joint Ownership a Risky Tactic
Many people trying to plan their own estates fail to realize that joint ownership is not always a viable estate planning solution. In fact, it's one ... Read More
Estate Tax Hike Included in 2014 Budget
After the passing of the piece of legislation that has been named the American Taxpayer Relief Act of 2012 on January 2, 2013, the estate tax rules ... Read More
Some Baby Boomers Facing Rude Awakening
The baby boomer generation is reaching the typical retirement age at the present time, with about 10,000 people applying for Social Security every ... Read More