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Articles

Should You Take Your Required Minimum Distributions Early in The Year?

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Required minimum distributions, also referred to as RMDs, are typically due by the end of the year, so most people will put them off until that point. Many people will assume that it is best to take their RMDs later in the year to maximize the tax deferred bill for as long as they can. […]

Do You Have Significant Planning Needs?

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Many people might assume that they don’t need the benefits of estate planning and will therefore, put off this process entirely. However, more and more people are in need of advanced planning strategies and finding themselves in a crisis situation, such as when a loved one who handled all of the finances passes away or […]

What You Need to Know About Filing Taxes After a Loved One’s Death?

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Many clients who are suddenly facing the prospect of losing a loved one find themselves in over their head and extremely confused about the next steps they need to take. There may be nothing certain about life except death and taxes, but filing and paying taxes after a loved one has died can seem like […]

Tips for Ensuring You Get the Maximum Benefit Out of a Living Trust

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Many people who generate revocable living trusts don’t truly reap all of the advantages available to them. They might understand the basic benefits associated with putting together a revocable living trust, but you need to ensure that you are heirs are able to enjoy the benefits of this trust down the road.  In a typical […]

Watch Out for The Power of Attorney Trap

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A power of attorney is a vital estate planning document, but you need to know how to maximize its benefits as well as the limits. In a power of attorney document, you are the principle and name one or more agents, frequently an adult child to act on your behalf.  The agent can be empowered […]

Avoid the Mistake of Leaving Behind a Messy Estate

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Perhaps the best test of how much you care about your survivors and the legacy you’ll leave behind is the organization of your estate. There are two crucial components of your estate to consider.  The first is your physical estate and for many people, this refers to their personal possessions as well as their home. […]

You Can’t Count on Luck in The Retirement Planning Process

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There are several steps that you should always keep in mind when trying to balance retirement, college savings, estate planning and all of your other priorities for your life. If you don’t know what you want, there is no good way to plan for this.  This is why you should sit down with your spouse […]

Gary Coleman’s Messy Estate Provides Lessons for Others

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The child actor popular on the show, Diff’rent Strokes, passed away in 2010 in Utah. His less than perfect estate plan provides critical lessons for people of all asset levels to consider.  Coleman was only 42 years old when he passed away. Although he had gotten divorced from his wife, Shannon Price, they lived together […]

Protection Becoming Key in the Estate Planning Process

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Inheritance is set to increase significantly in the coming years and baby boomers will now be passing on record amounts of wealth to their younger relatives. Protection is an important consideration in all of your estate and financial planning and a trust may be the most appropriate tool to help you with it.  One of […]

Don’t Allow Your Estate Plans to Lapse with Life Changes

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You need to ensure that your estate plan incorporates unique considerations about changes in your life. Far too many people create their estate plan once and then promptly forget about it. Updating your documents like your life insurance policies and your wills is a must do if you experience any major changes in your life […]

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