Are You Ready for Life?

September 8, 2019

Over the last 20+ years of practicing law, I have been frustrated by the lack of thought given to beneficiary form planning regarding retirement assets such as IRAs, 401ks, 403bs, etc. We are programmed to contribute the “max” to our retirement accounts and we disregard, or do not understand, the ...

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If your son or daughter is turning 18, here are a few things you need to know: If you have an UGMA/UTMA savings account for your child, did you know those assets are his/her legal property and once that instrument matures (most often 21 years old or 18, if you designated that at time of ...

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Inertia is one of the hardest things to overcome. As Newton said, “an object at rest, stays at rest…”. You have just completed compiling paperwork for your income tax returns. I suggest using that organizational momentum to review your estate plan. Many times during the course of a conversation ...

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An end of year planning opportunity: Donor-Advised Funds A donor-advised fund (“DAF”) is a separately funded or account that is maintained and operated by a §501(c)(3) organization, which is referred to as a sponsoring organization; consider it a charitable investment account. Once a donor makes ...

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Last Will and Testaments are a critical component to ensure your assets are protected and pass to the people/organizations you intended. However, some simple Wills have limitations and they are important to point out: Last Will and Testaments serve to protect your family and your ...

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If your son or daughter is turning 18, here are a few things you need to know: If you have an UGMA/UTMA savings account for your child, did you know those assets are his/her legal property and once that instrument matures (most often 21 years old or 18, if you designated that at time of ...

Read more »