Category: Estates & Trust
Avoiding The 10% Early Distribution Penalty on IRA Withdrawals
October 12, 2017
Stashing away the maximum amount into your IRA each year is retirement planning rule 101.
An Introduction to Generation-Skipping Transfer (GST) Tax
August 23, 2017
When most people think about what will happen to their assets after they’ve passed, they envision everything going first to their spouse and then to their children.
What You Need to Know About Gift Tax: Exclusions
June 06, 2017
Gift giving is something that most people do each and every year.
Trusts and Estates – What’s Your Role?
May 09, 2017
For most Estates and Trusts, there are three parties involved:
What about your Health Savings Account when you pass away?
April 24, 2017
Health Savings Accounts (H.S.A.s) are powerful tools, particularly if you participate in a high deductible health insurance plan.
Revocable Trusts for the Average Joe
February 20, 2017
A common misconception is that trusts are only for the extremely wealthy, however, there are a host of benefits that trusts can provide to everyone.
Life Insurance: Does Everyone Need It?
February 13, 2017
Life insurance can benefit individuals and their families in numerous ways.