Giving Your IRA to Loved Ones? Think Carefully

While IRAs are excellent vehicles for accumulating assets for your use during retirement, much to many people’s surprise, they are a far less attractive way to pass an inheritance to loved ones. Here’s why. The Tax Consequences of IRAs... Read More

Estate Planning for Kids

Creating a Safety Net for When You’re Not There to Protect Them

Becoming a parent means doing everything you can to love and protect another human being. It’s evident in all the research you did when you purchased your child’s first car seat, or the precautions you took the first time he or she went... Read More

3 Big Reasons Why You Need a Will

More than two-thirds of American adults don’t have a will.* You wouldn’t think about driving to work without wearing your seat belt. So why would you risk leaving those you love unprotected by skipping this important document? If you... Read More