While the dispute over inherited IRAs has not arisen often, it may crop up more in the future. Does an "inherited" retirement account remain a retirement account for the intended heir? This may sound like a rhetorical question, but it is cu… Read More

I know that most people will simply write a check to their charity of choice but for many, there is a more tax efficient way to gift, right? With the end of 2013 fast approaching, have you considered your year-end charitable gift strategy? While it i… Read More

A will may say to divide an estate equally among three children. But if a particular account is titled to pass to just one, only that beneficiary will get the account. Your Last Will and Testament is the legal document to put your wishes in writing a… Read More

Discomfort with the details prevents many people from obtaining the necessary coverage. The kinds of insurances we are “required” to buy help us with the minor bumps and scrapes in life and are sometimes easy to think about, shop for or ensure th… Read More

"Kids inherit money. We don't want it." Sometimes too much inheritance all at once is a threat to moral development, it’s true, but sometimes a gift can threaten a college education by complicating financial aid. As parents of the co… Read More

I know that most people will simply write a check to their charity of choice but for many, there is a more tax efficient way to gift, right? With the end of 2013 fast approaching, have you considered your year-end charitable gift strategy? While it i… Read More

Now I am 86 and almost blind. I cannot read the bills that come in the mail nor sign my own checks. I must be escorted to medical appointments. My busy children are kind beyond measure, but I am uncomfortable in these situations. And being uncomforta… Read More

Estate planning is the process of legally structuring the future disposition of current and projected assets. Estate planning is many things. In order to present a solid definition of this particular type of planning, a recent Forbes article posed th… Read More