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IRA Beneficiaries: Per Stirpes Vs. Per Capita
A beneficiary designation states to whom your assets will pass after your death. These types of designations are assigned to specific assets. For example, your employer’s 401k plan will have a beneficiary designation, which is separate from your personal IRA.
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How to Talk to Your Children About Your Estate
Talking with your children about disability and/or death can be a difficult task for most people. Parents spend the better part of their financial lives working, saving and planning only to end up avoiding proper communication and planning with their children on the topic of death. Parents often do not...
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Five Essential Financial Tips for New Widows and Widowers
We understand that losing a spouse is likely the most devastating emotional obstacle that one can experience.  Financial matters are likely the last thing on your mind.  However, when you lose a spouse it’s important to have a plan in place to ensure your finances are in order. Here we...
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Why Your Money Isn’t Available Right After You Sell Stocks
When you need to withdraw cash from your investment account and you’re told the funds aren’t available, it can be a little unsettling, particularly when you know you have more than enough to cover the withdrawal. “What do you mean, the funds aren’t available? I can see them right there!”
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Do You Need an Estate Plan?
I’m often asked this question: “With the federal estate tax exemption amounts being so high, do I really need an estate plan?” The answer I give is “Absolutely yes!”
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