by Karen Stewart | Jan 27, 2017 | Estate Planning
A good estate plan provides for both what happens after your death and during a period of incapacity or disability. You do not need to be wealthy to have an estate plan. In fact, just about everyone could benefit from an estate plan. Some of the questions you may ask...
by Karen Stewart | Jan 13, 2017 | Estate Planning
When you retire, you may consider moving to another state — say, for the weather or to be closer to loved ones. State taxes also may factor into the equation. Identify and Quantify All Applicable Taxes It may seem like a no-brainer to simply move to a state that has...
by Karen Stewart | Dec 28, 2016 | Estate Planning
Retirement accounts and estate plans may soon be taking a major hit from the Internal Revenue Service, if Congress decides early next year to change the rules on a tax strategy involving inherited IRAs that many families have used to their advantage for years. Under...
