by Karen Stewart | Feb 25, 2020 | Estate Planning
Name agents in your documents to deal with your on-line accounts. In our increasingly digital age, much of our social and financial lives are played out on-line or in the cloud. That means that our digital footprints will eventually outlive us, leaving family and...
by Karen Stewart | Jan 16, 2020 | Estate Planning
The President signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Now, for decedent’s dying in year 2020 and beyond, the Act mandates the maximum period over which an inherited IRA can be withdrawn is 10 years for most non-spouse...
by Karen Stewart | Sep 19, 2019 | Estate Planning
What can you do to keep predators from scamming your parents out of the money they saved over a lifetime? Part of the problem is that laws designed to protect their privacy can handcuff your efforts to intervene to help. “You’ll need your parents’ consent to...
by Karen Stewart | Jun 20, 2019 | Estate Planning
It’s important to have them sign Powers of Attorney to make you their agents in case of emergency. Once a child turns age 18, you are no longer the legal guardian and cannot make financial and medical decisions for him or her. Therefore, it is important to have...
by Karen Stewart | Apr 4, 2019 | Estate Planning
You can ease the burden on your surviving partner, or family members, by discussing key financial matters today. Here are steps to get your affairs in order: Gather financial papers. Store deeds, passports, insurance policies, estate documents and the latest...
