Search Results
155 items found for "retirement"
- What Assets to Leave to Your Family
But some assets don’t get this step-up in basis—like retirement accounts.
- Easy Ways to Help Plan Your Estate
You can complete a form on your retirement or regular bank account designating the beneficiary who inherits
- Michigan Latest to Enact Digital Assets Legislation for Loved Ones
Elder Law Attorneys (NAELA), the Center for Democracy and Technology and the Association of American Retired
- Do You Understand Today’s Estate Planning?
It’s the same when you name a beneficiary for a qualified retirement plan.
- Review Your Old Trusts
However, as Kiplinger’s Retirement Report points out in “Old Trusts Create Tax Issues for Heirs,” estate Reference: Kiplinger’s Retirement Report (October, 2015) “Old Trusts Create Tax Issues for Heirs“ #CapitalGainsTax
- That First Child Means More than Late Night Feedings and Dirty Diapers
is a perfect opportunity to review beneficiary information on insurance policies, bank accounts and retirement
- Tips on Creating a “Life After Me” Document
release any medical information, divorce papers, and escrow mortgage accounts; Individual and group retirement
- How’d that Valentine Gift Work for Ya This Year?
Do you have a list of your life insurance policies or your retirement plan documents?
- Don’t be Overly Ambitious in the New Year!
Discuss any major life changes, such as changing jobs, adding a new family member, retiring, or receiving
- Answer These Legacy Questions
This includes retirement plans (401(k)s, 403(b)s, etc.), IRAs, bank accounts, and insurance policies.
- New Hampshire Sets Up Special Prosecutor for the Protection of Seniors
Seniors can be reticent to report abuse—especially when it’s relatives who are victimizing them—because
- Can Bret Favre Help You Talk about Estate Planning with Your Family?
For example, on Thanksgiving at the Packers-Bears game at Lambeau Field, Favre’s now-retired #4 Packers