As the flowers bloom and the days grow longer, many of us take this time to refresh our homes, clear out clutter, and start anew. But spring cleaning shouldn’t just apply to your home—it’s also the perfect opportunity to review and update your estate plan. Just like maintaining your property, ensuring that your estate [...]
As we approach the 2024 election, many individuals are concerned about how potential changes in the political landscape could affect their estate plans. The upcoming election could have significant implications for gift and estate tax rates, which are set to revert to pre-2017 levels if no new legislation is passed. This blog post will [...]
Talking to your kids about their inheritance may seem like an overwhelming conversation. Easier said than done, right? But, sometimes the hard conversations are the most important ones. You've worked hard to build a life you're proud of, and with that comes thinking about what you will be leaving behind for the next generation. [...]
What to do with an inherited IRA can seem overwhelming at first, but inheriting an IRA can be a significant financial asset. It's important to understand the options available to you and how to make the most of the money you've inherited. If you've inherited an individual retirement account, there are many planning decisions [...]
We’ve all heard stories of lottery winners who have gone bankrupt. While an impending inheritance for you may not be on the same level as winning the lottery jackpot, there are still things you should be aware of when it comes to smart ways to handle an inheritance. Your inheritance may include more than [...]
