Identity theft is the last thing a grieving family should have to worry about after the loss of a loved one.
A sizeable IRS tax penalty for failure to take an RMD can be like a gut punch to a retiree, as many retirees are on fixed incomes. If you have missed one or more RMDs, we can help you submit the necessary forms and documentation to request a waiver of the penalty from the IRS.
The third week of October is National Estate Planning Awareness Week.
Estate planning can be a very difficult process. Making the decision to move forward with the planning requires us to face the fact that we will not live forever. This thought can stop many people right in their tracks, keeping them from seeing a qualified attorney to put together an estate plan.
Easy access to a quality camera has led many people to wonder: can I make a video will?
More and more people are including funeral planning as part of their estate plan, sparing their grieving families from having to make hasty arrangements during an already stressful time.
Help lessen the stress on your loved ones by making plans in advance for a smooth transfer of all of your assets, including your automobile.
Why would anyone want to refuse an inheritance? Although it is surprising to many, there are several circumstances when declining an inheritance can be beneficial.
You may have heard of a revocable living trust (RLT), which is a commonly used estate planning solution. But what exactly are they, who is affected by them, how can they be changed, and what do they accomplish?
Although leaving your hard-earned assets outright to your children, grandchildren, or other beneficiaries after you die may seem like the easiest and most desired form of distribution, this scheme will make their inheritance easy prey for creditors, predators, and divorcing spouses. Instead, consider using discretionary trusts for the benefit of each of your beneficiaries.