If you own a business, you’ve always got plenty to think about: sales, marketing, employees, competition, industry trends and consumer preferences. The list goes on and on.
Once your money is in a retirement account, it’s there until you’re ready to use it, right? Not exactly.
Do not put off finalizing and signing your estate planning documents, just because you have reached an impasse on who to name as trustee.
The decision by U.S. Solicitor General Noel Francisco ends months of uncertainty over whether the Trump administration would appeal the case to the U.S. Supreme Court.
However, some want you to believe that you need only purchase a form to have an effective estate plan. Using this form, you are told, can save money and — best of all — the form is valid in all 50 states.
We talked about the various things you should think about and get in order, so that if ‘something happens’ your loved ones don’t have to do a frantic search for your important information.
Move over, dreams of a letter arriving from a lawyer informing the recipient a long-lost relative has died and bequeathed a tidy sum.
There is nothing wrong with letting your inheritance sit, until you have explored all of your options and have a full understanding of how a windfall can affect your personal taxes.
Almost every day I hear someone mention the topic of caring for aging parents. It seems only yesterday that my friends and I were swapping colic-coping methods, survival techniques for the terrible twos and picky eater solutions.
Acting as an executor can be a tremendous amount of responsibility and a time-consuming duty.
