Estate Planning: Roth IRA Vs. Traditional IRA

There are a number of reasons to consider Roth IRAs as part of your estate planning efforts, says Think Advisor’s recent article entitled “How and Why to Use

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Choosing A Trustee For A Trust

A trust holds legal title to property for the benefit of another person (beneficiary). The person who creates the trust (the grantor) chooses a manager, known as

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What Happens If A Primary Beneficiary Dies?

A beneficiary is a person, charity, or other organization that receives money or property because someone specifically named them in their will or trust. The items being inherited

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Joe Biden’s Tax Plan: What Has and Has Not Changed

When a new president takes office, tax planners and financial planners sift through campaign promises as if they were tea leaves, trying to predict what

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Top 5 Most Common Family Farm Estate Planning Mistakes

Estate planning is important for all adults, regardless of assets. That said, certain situations call for more specialized planning than others; family farm estate planning is definitely

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Payable on Death Account vs. Transfer on Death Account

Avoiding probate is an important estate planning goal for many people. Although probate isn’t usually as burdensome as people fear, if you can transfer an

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