Estate Planning for Millennials
Estate planning may sound like something that only fabulously wealthy people need to do, but nothing could be further from the truth. If you a... Read More »
Tag Archives: IRA
Tags: 401k, Beneficiaries, Estate Planning, Estate Planning Lawyer, Guardianship, Health Care Directive, IRA, Pension, Power of Attorney, Probate, TOD (Transfer on Death), Trusts and Estates, Wills
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Retirement Savings Options for Self-Employed
Unlike people who work for an employer and can set automatic deductions for their IRA accounts, self-employed people need to set up and contr... Read More »
Tags: Asset Protection, Estate Planning, Estate Planning Lawyer, IRA, Planning for the Future, Retirement Planning, Roth IRA, SEP-IRA, Tax Planning
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What to Do when a Million Dollar Inheritance Costs Too Much?
For most people, turning down a million dollar inheritance seems crazy – but if you are already wealthy, turning down certain inheritances ... Read More »
Tags: Disclaiming, Estate Tax, Inheritance, IRA
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