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What Can I Do Instead of a Stretch IRA?

Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.
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What Is a Trust and How Does It Work?

Trusts are often associated with the rich. However, the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.
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Why Not Have a Will?

Out of sight, out of mind isn't just an everyday adage—it's one of the reasons why people 50 and over fail to write a will, update a previous one, or make other estate planning decisions.
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Do You Have to Pay Taxes on Inherited IRAs?

Tax rules on individual retirement accounts (IRAs) are different for inherited IRAs. Some differences are positive.
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Can I Avoid Password Problems for My Family in Estate Planning?

Creating a list of digital accounts and instructions on how to gain access to them is now akin to having a traditional will or a trust in estate planning.
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Is It Better to Inherit Stock or Cash?

If you’re planning to leave your heirs any sort of inheritance, you’re already giving them a valuable financial leg up.
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Should Young Adults have a Will?

Millennials are finally embracing one of the cornerstones of adulthood, by writing their wills.
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Can You Remove Someone from a Life Estate?

Life estates can provide effective means to create joint ownership of property, avoid probate and transfer property after death without incurring gift taxes.
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What are Digital Assets in a Will?

Most family members may not have a clue what we have floating out in cyberspace. Accessing or deleting accounts can be tricky for family members, if they don’t have your login credentials.
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What If an Estate Owes Back Taxes?

My mother passed, and she was an administrator of my grandfather’s estate and the inheritances. The estate accumulated quite a bit of back taxes over the years. Will the IRS put a lien on that estate as well as hers to retrieve funds?
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800 Village Square Crossing 
Palm Beach Gardens, FL 33410
561-402-7060

Hablamos Español!

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