Category: Death

Time to Clean Up that Estate Plan?

Your estate plan, like your home, periodically needs a thorough polishing. Your life circumstances are constantly changing, and an estate plan that pe... Read More »

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Not Sure You Want to Serve as an Executor or Trustee – You Can Say “No”

It is important to think carefully about your ability or willingness to serve as an executor or trustee for someone else. If a family member or friend... Read More »

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Stretch IRA Could Become a Tool of the Past

An IRA is known as a retirement tool but it is also an estate planning tool. This is especially true with a stretch IRA, where the beneficiary of the ... Read More »

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