Blending Families? Be Mindful of Your Estate Plan

Blending Families? Be Mindful of Your Estate Plan

An estate plan is a perfect solution to making sure that your assets are passed on to your children from a prior marriage- if you make sure that is addressed in your estate plan.  Here are some interesting statistics: the rate of remarriage has decreased over time for...
Inherit an IRA? Deadlines and Options You’ll Need to Know

Inherit an IRA? Deadlines and Options You’ll Need to Know

The last thing anyone wants to think about when coping with the loss of a loved one is the complex tax situation that an inherited IRA presents. A recent article from US News & World Report, “What Day of the Dead Can Teach Us About Inherited IRAs,”...
Can an Inheritance Lead to Disruption in Families?

Can an Inheritance Lead to Disruption in Families?

“Most states recognize inheritances as separate property, and many experts say keeping them separate is often the best approach.” Is an inheritance a blessing, or a curse? That’s the question from the recent article “When One Spouse Gets an Inheritance It Can Be Hard...
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