PODCAST: TOP ESTATE PLANNING MISTAKES TO AVOID Here is a link to a recent guest appearance on the Christian Financial Perspectives podcast (copied below as well). We cover some the of the basic estate planning mistakes we see people make and talk about how to avoid those mistakes. This podcast comes from the Top 10 […]
Giving appreciated stock shares, donating your RMDs and using charitable remainder trusts are just a few of the options you may not be aware of to help charities and your heirs at the same time.
The stretch IRA is dead and everyone (including me) is writing about how this is the apocalypse for IRA planning. Well, it isn’t. Let’s all take a deep breath.
Whether you recently experienced the loss of a loved one or are learning how to best prepare and plan your own estate, you've likely come across the term and may be wondering, "What is probate?" It's important to understand what probate is and how the process works.
My father recently passed away and we discovered he had a large credit card debt on a card in his name. My mother wasn’t aware of it. All assets are in both of their names. Is my mother liable for the credit card debt?
In these uncertain times, it’s more important than ever to have your legal, financial and medical ducks in a row. Sadly, when serious illness strikes it is usually quite rapid and often unexpected. In these times, however, we do have forewarning that we are all at risk of contracting COVID-19, the coronavirus.
