by Christine | Jun 14, 2015 | Uncategorized |
Once you're divorced you should immediately create a new estate plan — a will or revocable living trust, a healthcare power of attorney, and an advanced health care directive. Read on for more estate planning must-do’s regarding divorce. A...
by Christine | May 24, 2015 | Uncategorized |
Below are a few important considerations for estate planning for second (or subsequent) marriages. If you find yourself looking at marriage for the second or third time, you may want to browse over to The Des Moines Register for an article entitled “Estate...
by Christine | Mar 20, 2015 | Uncategorized |
Until Feb. 20, when Missouri state authorities intervened to help Yvette James get control of her father's remains, James was stuck in a nightmare of red tape. All she wanted was to rightfully fulfill her father’s burial wishes, something she should have legally...
by Christine | Feb 27, 2015 | Uncategorized |
There is less emphasis on estate taxes because the exemption—$5.43 million per person—is so high now. But income taxes are higher, so know what you are in for. Maybe the estate tax doesn’t apply to you, but what about rising income taxes? How should you plan...
by Christine | Feb 26, 2015 | Uncategorized |
Don't think savings is a big deal? Ask anyone who is running their own business, decided to retire early or abandoned their old job to go after their dream career. Savings was their saving grace, no pun intended. The Fall 2014 Merrill Edge Report showed that 80...
by Christine | Feb 16, 2015 | Uncategorized |
Roth IRAs intrinsically make phenomenal transfer of wealth vehicles. With reduced estate taxes and no income tax for heirs to pay on withdrawals, establishing a Roth IRA or even converting to one from a Traditional IRA seems to be a simple decision. Just know what you...
