Category: Estate Planning

Make Estate Planning a Resolution for the New Year

January 22, 2018 / 5:23 pm

estate planning

With every new year comes a giant to-do list. Organization tends to top the list, right up there with diet and fitness. While cleaning closets and decluttering the basement are certainly worthy goals, this year why not move creating an estate plan to the top of the list? Once considered the domain of the ultra-wealthy, estate planning is a smart, …

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Tax Planning for Retirement and Beyond

December 28, 2017 / 4:37 pm

tax planning

Death and taxes, the only two certainties in life! Unfortunately, taxes don’t stop just because you stopped working. Taking the time to review your sources of income in retirement and how those sources are taxed can make a big difference in when and how you decide to withdraw against your investments. Know What You Have And How It Is Taxed …

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Why You Should Have Regular Family Meetings

December 19, 2017 / 5:21 pm

family meeting

Ah, the dreaded Family Meeting. Those times when Mom and Dad have “something to say” and you know it’s going to end with more chores, more work, and probably someone in tears. Just like you, family meetings have grown up, and a regularly scheduled family meeting is a great time to take a pulse on what is important in everyone’s …

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Do I Need An Estate Plan If I Don’t Have an Estate?

November 30, 2017 / 4:33 pm

estate plan

Estate planning can sound intimidating, but it’s something you should consider if you’re a bit of a control freak. Just kidding! Estate planning is for everyone and can help protect your family, save taxes, provide for children and grandchildren, and ease transition of ownership if you own your own business. Estate planning is more than just writing a will to …

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Should You Consider a Roth IRA Conversion?

November 14, 2017 / 3:12 pm

roth ira

Since their introduction in 1997, Roth IRAs have garnered a great deal of attention as an alternative to traditional IRAs. The primary difference between the two types of retirement savings vehicles is the tax treatment of contributions and withdrawals. Traditional IRAs allow you to make contributions that are tax-deductible for the year of contribution, then pay taxes upon distribution. Roth …

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