Could an IRA Trust Benefit Your Family?
Unlike most of your assets, individual retirement accounts (IRAs) do not pass to your family through a will. Instead, upon your death, your IRA will pass directly to the people…
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Four Ways Estate Planning Can Improve Relationships with Loved Ones
Did you come away from the holiday season with a desire to improve relationships with loved ones during the current year? After spending time with your family and friends, you…
Read MoreThinking You Don’t Need an Estate Plan?
Recently, an individual got in touch with me and said he did not need an estate plan, but wanted to make changes to his Power of Attorney. When he came…
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