What Is Best Way to Spend ABLE Account Money?
An ABLE Account (Achieving a Better Life Experience Account) is a tax-advantaged savings account available to individuals…
Common Estate Planning Mistakes
Despite the pandemic, two out of three American adults still do not have a will. Procrastination and…
How Does Gift Tax Exclusion Work?
How gifts are made could have major impacts on heirs, especially if the recipient is a minor….
How Do I Talk to My Parents About Estate Planning?
Failing to draft an estate plan can mean a pair of obstacles when a parent dies. First,…
Is It Important for Physicians to Have an Estate Plan?
When the newly minted physician completes their residency and begins practicing, the last thing on their minds…
How Do I Protect Myself and My Children in a Second Marriage?
In first marriages, working together to raise children can solidify a marriage. However, in a second marriage,…
Can I Split My Inheritance with My Sibling?
Let’s say that you are the beneficiary of your brother’s IRA. All of his assets were supposed…
Can I Add Children’s Names to my House Deed?
There are many ways that this simple strategy can go very wrong, very quickly. If one of…
What Is a Trust and How Does It Work?
A trust is a legal entity, created to hold assets for a person referred to as a…
Why Not Have a Will?
For one couple, this important task was set aside for more than four decades. They had a…