Own Guns? Don’t Leave Your Heirs This Problem

Most gun owners are cognizant of the strict regulations concerning ownership of a firearm. However, their family members and heirs are often unaware of the laws governing the disposition of a firearm, when the gun owner dies

Will Stepmother Take Dad’s Money When He Dies?

Now that just a third of American households are “traditional” (heterosexual, married, with children), estate planners and advisors need to raise new questions with their clients and offer new solutions.

Downsizing Seniors Find Help from Senior Move Management Companies

A growing number of senior management companies assist with the overwhelming task.

When Do I Need a Power of Attorney?

A power of attorney, or POA, is a document that enables an individual to appoint a person or organization to manage his or her affairs, should this individual become unable to do so.

Who Pays What Taxes on an Inherited IRA?

I'm the executor of my mother's estate. She has an IRA where the beneficiary is her estate. When I withdraw this IRA into her estate account, how will this money be taxed?

How Do I Include Retirement Accounts in Estate Planning?

While most estate planning focuses on physical property, like your home, and liquid assets, such as investment accounts, retirement plans can actually make up a large portion of one’s estate. Due to the specific tax rules governing these assets at death, you must plan carefully to ensure these funds are integrated properly into your estate distribution plans and tax savings strategies.