Executor Decision
Passing on some good advice from a fellow CFP® professional – who also happens to be an estate planning attorney – regarding how to pick you estate executor. While the […]
Dos and Don’ts of Beneficiary Designations
Most people think of wills and trusts when they hear the words estate planning. However, an essential – and often overlooked – aspect of estate planning is making beneficiary designations […]
Preparation is Key
A recent report from BMO Wealth Management says that the failure to prepare families for the financial transition that accompanies parents’ final transition can lead to family discord. The report, […]
Estate Housekeeping
The start of the year offers a great opportunity to take stock and reflect on any major changes that have happened to your life in the past year. Perhaps you […]
Annual Limits Updated for Retirement and Estate Plans
This week the IRS issued Notice 2016-62, updating the retirement plan limits for the year 2017. Like with Social Security, limits associated with retirement plans (and estate planning, for that […]