Top Excuses For Putting Off Estate Planning

I hear a lot of excuses why people are not ready to prepare an estate plan.  I even used some of these myself. I thought I would share the ones I hear most frequently. Seeing a lawyer is intimidating Lawyers can be intimidating, plus as a general profession, lawyers do not have the greatest reputati...

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IRA Beneficiary Trust

IRA Beneficiary Trust

For many people, their retirement assets consist of accounts such as an employer sponsored 401(k) plan and/or IRA accounts. The reason for doing so it obvious: they allow for either tax-deferred growth of your hard earned money. One pitfall of these accounts is what will happen to them when you pass...

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Wednesday Words: Intestate Succession

Wednesday Words: Intestate Succession

This post will be the first “Wednesday Word.” For this inaugural post, I will explain what intestate succession is. Intestate Succession is the method by which property is distributed when a person dies without a valid will. Each state’s law provides that the property be distribute...

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