Category: Estate Plan

Estate Tax Impact on a Non-U.S. Citizen Spouse

The estate tax laws differ for U.S. citizens vs. non-U.S. citizens. When there is a large estate, this could mean a hefty estate tax liability for a s... Read More »

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Did You Inherit a Roth IRA? Get to Know Your Options

In order to make sound financial decisions, you must have a good understanding of the rules.  Receiving an inheritance is one of those situation... Read More »

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Sibling Rivalries Don’t Always End after Childhood

Siblings can be our closest family members. But when it comes to litigation over family property or money, genetics can fall by the wayside and siblin... Read More »

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