News & Articles

Inheriting a Spouse's IRA? Plan Carefully

Posted on Mon, Nov 13, 2017

When it comes to inheriting an IRA, spouses have more flexibility than other heirs. Here are the basic rules:

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Tags: IRA, Beneficiary Designations, RMD

Handling Financial Affairs After Remarriage

Posted on Wed, Aug 02, 2017

While estate planning can be complex for all families, it can be especially complicated for those who remarry. In addition to considering your spouse and children in your current marriage, you may have children from prior marriages and stepchildren. Ensuring that everyone is treated fairly can be a challenge.

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Tags: Estate Planning, Beneficiary Designations, Families, Marriage

Save on Taxes While Doing Good

Posted on Wed, Jun 28, 2017

If you own assets that have appreciated significantly over the years, you may be able to profit more by giving them away than by selling them.

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Tags: Charitable Giving, Charitable Donations, Charitable Contributions, Trusts, Beneficiary Designations

Estate Planning: Check Your Beneficiary Designations

Posted on Mon, Feb 24, 2014

Who is listed as the beneficiary (or beneficiaries) on your insurance policies, retirement plans, and asset accounts? Divorce, remarriage, and other major life events might require you to change beneficiaries. Or you might have accidentally forgotten to designate all your beneficiaries from the get-go. Take time to review beneficiaries today. As three real-life "horror stories" demonstrate, mistakes and omissions can be disastrous. 

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Tags: EHTC Article, Estate Planning, business consulting, CPA Firm, Beneficiary Designations