Latest Blog Posts

Options for Establishing and Transferring Your IRA to a Loved One

Posted on: May 26th, 2021
By far the most common way to leave your IRA at your death is to simply name those whom you want to receive your account as beneficiaries on the plan’s beneficiary designation forms....

National Home Remodeling Month: Can I Remodel My Own Estate Planning Documents?

Posted on: May 18th, 2021
According to the National Association of Home Builders, May is National Home Remodeling Month. Perhaps, however, your home is fine as is and you need a remodeling project for something other than your home. Estate planning is one area that often goes unexamined and neglected. Is it time to remodel your estate plan? ...

Options for Establishing and Transferring Your IRA to a Loved One

Posted on: May 12th, 2021
Americans are using a variety of tax-deferred accounts to save for retirement. Many people are unaware that there are numerous options for transferring these types of accounts to their loved ones....
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