estate planning

Why A Roth IRA Is A Great Addition To Your Estate Plan

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Estate planning is essential for executing your final wishes efficiently and meaningfully. And while wills and trusts are standard tools, it’s possible to optimize accounts you already have to transfer wealth to loved ones effectively. By design, Roth IRAs are tax-efficient savings tools for retirement. But when combined with your greater estate planning goals, they…
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What’s Probate and Why Would You Want to Avoid It?

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When it comes to estate planning, every detail matters.  Each estate plan is full of nuances that can have an immense impact on your family and loved ones. Probate essentially authenticates your will and ensures that everything goes to the right people. In many cases, it’s possible to avoid probate by introducing the right estate…
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5 Simple Things That Will Make Or Break Your Estate Plan

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Estate planning has seen a resurgence since the beginning of the pandemic. Alterations to laws now accommodate virtual updates to wills, trusts, beneficiaries, and other significant estate planning documents, and people seem to have more urgency to get these tasks completed. Remember, estate planning isn’t just preparing for something you won’t get to see; instead,…
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Why Your Estate Planning Matters As A Retiree

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A legacy means something different to each person you ask. It can come in many forms: a family home, a precious jewel, a secret dinner recipe, a story.  Today more than ever people are interested in their family histories. With increased sales for DNA analysis and ancestry reports, people are voyaging through time to meet…
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