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Banks, Beneficiaries and the Best Laid Plans: How Financial Institutions Impact Estate Planning

We want to believe that our financial institutions have our best interests at heart. After all, that’s why we entrust our savings with them month after month, year after year. Too often, though, banks inadvertently throw the most carefully laid…

Make Lower RMDs When Your Retire

Many of us have invested in a 401(k) or some similar savings plan so that we can enjoy a comfortable retirement. But did you know that there are short-term benefits as well? Contributions are not included in current taxable income.…

Easy Ways to Help Plan Your Estate

The time, financial and emotional commitment involved with contesting a will can often be much more expensive than the value of the estate in question. The process could deplete the estate itself, leaving little remaining of the estate for the…

Tighten Up Those Loose Ends in Your Estate Plan

Loose ends in estate planning can lead to lost opportunities, stress, last-minute fixes or—worst of all—failing to designate money to family, friends and charities. This can have a severe impact on your estate. Kiplinger’s recent article, “5 Simple Steps to…