Tough Questions to Ask Your Aging Parents

Tough Questions to Ask Your Aging Parents

Estate planning topics can be stressful at the best of times. Talking these things through with your aging parents can be especially difficult, both for you and for them. Did you know, however, that asking your parents questions regarding their plans for the future can end up bringing everyone peace of mind?   Let us...
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A Standalone Retirement Trust Can Safeguard Your IRA Beneficiaries

A Standalone Retirement Trust Can Safeguard Your IRA Beneficiaries

A Standalone Retirement Trust solves a number of issues related to leaving behind tax-qualified retirement accounts as an inheritance to non-spousal beneficiaries. In other words, leaving unspent funds from an IRA or 401k directly to your loved ones has some downsides.  People with IRAs, 401ks, and similar accounts,...
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Tips on How You Can Protect Your Family Against the Coronavirus

Tips on How You Can Protect Your Family Against the Coronavirus

As we shared in our recent law firm announcement, we can no longer ignore the fact that the COVID-19 virus is spreading at an alarming rate around the world. Even with its unprecedented spread, however, there are still many precautions that we can take to protect ourselves, as well as our aging and at risk loved...
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