retirement planning

Options for Establishing and Transferring Your IRA to a Loved One Image
05.04.2021

Options for Establishing and Transferring Your IRA to a Loved One

Now, more than ever before, Americans are using a variety of...

What If No One Wants My Stuff? Image
02.23.2021

What If No One Wants My Stuff?

A critical question to ask yourself when creating an estate ...

Third-Party Supplemental Needs Trusts Image
02.02.2021

Third-Party Supplemental Needs Trusts

If you want to provide for a loved one who is disabled or ha...

Should You Own Your Timeshare in Your Trust? Image
01.26.2021

Should You Own Your Timeshare in Your Trust?

Timeshares have come a long way since they first arrived in ...

Handling the Legal Affairs of an Estranged Noncitizen Spouse at Death Image
01.19.2021

Handling the Legal Affairs of an Estranged Noncitizen Spouse at Death

As the world becomes more of a global community, it is no lo...

The Recipe for a Satisfying Estate Plan Image
12.29.2020

The Recipe for a Satisfying Estate Plan

Misconceptions about who needs an estate plan abound. Most p...