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Can You Name a Child as a Beneficiary to Your IRA?

Can You Name a Child as a Beneficiary to Your IRA?

Retirement accounts play an important role in estate planning. One of the main benefits being that...
Does a Reverse Mortgage Impact Your Estate Plan?

Does a Reverse Mortgage Impact Your Estate Plan?

For many seniors the equity in their home is their largest single asset, yet it is unavailable to...
Estate Planning and Life Insurance: Working Together

Estate Planning and Life Insurance: Working Together

Whether you are single, have children, own a home, are sending a child to college or are retired...
The Uniform Gift to Minors Act

The Uniform Gift to Minors Act

The Uniform Gift Act to Minors allows a minor to own assets without establishing a special trust...
What Can Life Insurance do for Your Estate Plan?

What Can Life Insurance do for Your Estate Plan?

Life insurance is a powerful estate planning tool. There are several roles it can play in easing...
Estate and Death Taxes: What is the Generation Skipping Transfer Tax?

Estate and Death Taxes: What is the Generation Skipping Transfer Tax?

Many aspects of estate planning focus on reducing estate taxes. We discuss the generation skipping...
What Happens to Your Retirement Account When You Die?

What Happens to Your Retirement Account When You Die?

A retirement account is an important component of a comprehensive estate plan, but what happens to...
Life Insurance Proceeds and Your Debts

Life Insurance Proceeds and Your Debts

Whether your life insurance proceeds can be used to pay the debts of your estate depends on whether...
Are You Ready To Begin Investing?

Are You Ready To Begin Investing?

Are you saving for your future? Investing is a great way to make your savings money work harder for...