by Christine | Dec 23, 2015 | Estate Planning, Inherited IRAs, Required Minimum Distribution (RMD) |
Tis' the season to take required minimum distributions, right? Inheriting an IRA can be a financial blessing but you have to be extremely careful about withdrawing the funds. There are a number of mistakes you can make that can result in a missed opportunity for...
by Christine | Dec 22, 2015 | Estate Planning, Mortgage, Probate |
When setting up an estate plan, most people are concerned with what will happen to their belongings: money, jewelry, house, etc. But little thought is ever given to what will happen to their debts when they pass away, notably their mortgage. For years, many people...
by Christine | Dec 21, 2015 | Estate Planning, Guardianships |
The short answer is: it depends. This is a question we get a lot, and one we typically discuss at length with non-married parents during our planning sessions. When one of the parties of a divorce decree dies, this will end the custody agreement because there’s no...
by Christine | Dec 18, 2015 | Inheritance, Inherited IRAs, Investments |
Inheritances mostly occur at the same time as great losses. Individuals deep in the grieving process should not make large decisions of any kind at this time. If an experienced financial professional can make mistakes when dealing with an inheritance, imagine the bad...
by Christine | Dec 17, 2015 | Pet Trust |
Every dog has his day, but this particular dog is having his day in Court! When one of the creators of The Simpsons passed away, he left his beloved dog in the care of a dear friend. But the estate of Sam Simon has so far not been able to reach an agreement with how...
