Making an IRA Part of the Estate Plan

You’re hoping to leave your loved ones a nice legacy and something that can enhance their financial security or help them achieve special goals. Have you considered how your individual retirement account (IRA) fits into your estate plans?

Dementia and Firearms: A Dangerous Combination

Having a loved one with dementia can be scary. However, if you add in a firearm, it can also get dangerous.

How Do I Plan for a Blended Family?

After a period of divorce or widowhood, you, your newly beloved and your respective children are about to become a ‘blended family.’ You and you partner will be creating a new family dynamic, which will hopefully be rewarding, but can be fraught with challenges, if little attention is paid to the consequences of the relationships.

When Was the Last Time You Talked with Your Estate Planning Attorney?

The Tax Cuts and Jobs Act signed into law in December 2017 could have a major impact, not only on estate tax planning but also on income taxes derived from unrealized estate tax consequences.