Blended families face some interesting challenges when it comes to estate planning. Often, the parents have a hard time deciding to how to provide for their “new” family while still providing for their own children. This week, I want to show some common scenarios that...
RAs are among the largest assets inherited by heirs and beneficiaries. These accounts have been able to grow to such large amounts because income taxes are deferred until the owner begins to take distributions, usually after reaching age 70 ½. Those who inherit an IRA...
The end of the year will be here before we know it. But there is still time to meet some major estate planning goals. Here are ten things to do before the end of 2012. 1. Have your estate planning done. Set the end of the year as your deadline to finally get this...
