Estate Planning Options

An ideal estate plan describes your wishes as clearly and completely as possible. This helps others know your requests in the event you’re incapacitated or you pass away. You may even need several types of documents to cover all your bases. A will provides the most widely recognized tool for expressing your final wishes. An advance care directive… Continue reading

FAQs about RMDs

If you are age 72 or older, the Internal Revenue Service (IRS) may require that you withdraw a minimum amount from your retirement account(s) every year. This is called a required minimum distribution (RMD). Note: If you turned age 70 ½ prior to January 1, 2020, your RMDs are based on age 70 ½, not… Continue reading

Protect Yourself and Your Future with an Estate Plan

Wills, trusts, powers of attorney — what do all these things mean? No question, estate-planning jargon can be confusing. Yet, having a plan is an important part of your overall financial wellness. Let’s walk through some basic terms, concepts and tools to help you better understand the components of estate planning. A Will Comes First… Continue reading