If you have money in an Individual Retirement Account (IRA), you know you can’t take out distributions without paying taxes on the money you withdraw. For many older people with large portions of their personal wealth tied up in IRAs and other tax-advantaged retirement accounts, the tax implications of taking money out of an IRA can impede their ability to give large sums to the charity of their choice. If you want to give money to a charity you support, taking the cash out of your IRA and … [Read more...]
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How Does Moving Affect My Estate Planning?
Moving can be a difficult and disruptive process. We sort through our belongings and reassess our needs. We pack up our dishes, our clothes, and our lives. Moving is an ideal time to plan for the future and to adjust plans we've already made. Moving across town can be difficult. Moving to another state adds another level of complexity. Wills and Trusts Generally, a will or trust which is validly executed in one state will continue to be valid in another … [Read more...]
Home Comforts: Maximizing Your Most Valuable Asset
If you’re like many Americans, your home is your single most valuable asset, both emotionally and financially. It’s where you raise your family and where you find shelter from the harsh realities of the outside world. Your home matures with your family, reflecting the stages from a young couple’s house full of hopes and plans for the future; to a busy family’s home, full of noise and activity; to a home filled with blessed peace and quiet. In addition to being the center of your family life … [Read more...]
Estate Planning When You’re Child Free
The increasing trend of women over the age of 40 who opted to forego motherhood is expected to continue. The reasons for remaining childless are as varied as the men and women who have chosen to skip parenthood. Many are involved in their careers, others may have married and divorced early on and have no desire for domestic life and others say they worry about the future and what it might look like twenty years from now. Still, there are long-term planning objectives that are as important for … [Read more...]
Unique Planning for Unique Families
Marriage can be difficult. And it can be just as difficult the second time around when you blend families. You love your new spouse, but you want to provide for your children from your first marriage. You want to make sure that, no matter what happens, your children are taken care of the way you promised yourself they would be. This time, you’re doing it right. A holistic approach to estate planning meets your unique needs. “Legacy Planning” does not abandon traditional estate planning … [Read more...]
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