Giving back provides many benefits, whether in life or at death. Understand ways of giving back and some of the tax benefits available, both during life and at death. Maximize tax benefits by grouping … [Read more...]
Naming a Trust as Beneficiary of an IRA
Whom should you name as the beneficiary of your IRA or Qualified Plan? Sometimes, it can be best to name a trust for your intended beneficiary. Read on to see the protections a trust can offer that a … [Read more...]
What Happens to Your Money if You Die and Your Spouse Remarries?
Requiring a prenuptial agreement before your spouse remarries can provide peace of mind and protect your spouse, your children, and their inheritance. If you leave your assets in a trust for your … [Read more...]
Aretha Franklin Died Intestate: What Does It Mean for Her Family?
Aretha Franklin died intestate. Intestacy has definite drawbacks. Read on to see what this means for her family, financially and in other ways. Aretha was the Queen of Soul, but her lack of planning … [Read more...]
Because We Love Them To The Moon and Back
For parents, arguably our most meaningful legacy will be our children. We spend such a significant part of our adult lives working hard to feed, clothe, and educate them. Many of us spend hours upon … [Read more...]
