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Dispersing inheritance property can be a complex and complicated process. There is paperwork to file, taxes to pay and occasional family disputes to contend with. Matters can become even more complicated if a person dies without leaving a Last Will and Testament. The decedent’s estate can be tied up in probate court for quite some [...]
Legacy & Estate Planning allows clients to address their values, finances and legacy plan progress. For most professionals and entrepreneurs the importance of proper estate planning need not be stressed. When you hear the term estate, it refers to everything that you have worked hard to accumulate. Your home, real estate, bank accounts, stocks, bonds, [...]
Quick, who is the beneficiary in your IRA, how about your 401(k) and life insurance? The truth is that most people, depending on how long it’s been since they designated the beneficiaries on their accounts, probably don’t know off the top of their heads. What they don’t know is that an incorrect or non-existent beneficiary [...]
