Is it Important to have an Estate Plan?

estate plan important

Estate planning is not just for affluent individuals. While good estate planning can lead to desirable financial outcomes under the right circumstances, estate planning in its most basic form involves implementing the legal steps and directives that are necessary to ensure that your health and your assets are managed properly in the event of incapacity and death.

Do Young Adults Need a Will?

young adults will

These days it’s easy to feel overwhelmed by many things such as politics, gas prices, the gyrating stock market, summer travel, heatwaves and your health. One thing that shouldn’t overwhelm you is estate planning.

Why You Need a Digital Asset Estate Plan

estate planning worried

…Armond’s account became the source of a nearly decade long legal battle that raised a salient question: Who can access your digital accounts after your death?

Can I Avoid Disagreements in My Family about Mom’s Caregiving?

caregiving

Family members of all kinds have fought over money matters since time immemorial, but it may be worse for cash-strapped caregiving families. The costs of caregiving activities, including hiring aides, buying supplie, and covering medical and pharmacy copays, negatively affect family caregivers’ pocketbooks and morale.

The Future of Your IRA and How the SECURE Act Changed the Rules

SECURE act

The Setting Every Community Up for Retirement Enhancement (Secure) Act upended inherited IRAs for most non-spousal beneficiaries. The 10-year rule for withdrawing from inherited IRAs eliminated the ability to stretch inherited IRAs for these beneficiaries.