Category: Wealth

Shocking Mistakes with DIY Estate Plans

The internet offers all the information and tools we need at our fingertips to create our own estate plan, right? For most people, this is simply not ... Read More »

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Does My Estate Plan Need to Include My Vacation Property?

If you own a vacation home, timeshare, investment property, or any other asset outside of the state where you are domiciled you must make sure it’... 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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