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What to Do with an Inherited IRA

Posted on: April 2nd, 2013
IRAs are among the largest assets inherited by heirs and beneficiaries. These accounts have been able to grow to such large amounts because income taxes are deferred until the owner begins to take distributions, usually after reaching age 70 1/2 . Those who inherit an IRA must be very careful to follow the rules, which are complicated and often confusing. It is possible to keep an account growing tax-deferred for decades, but an innocent error can cause the recipient to lose the tax-deferred advantage and force her to pay tax now on the entire account balance...

Estate Planning in 2013 and Beyond under the New Tax Law

Posted on: February 1st, 2013
The recent tax legislation dealing with the 'fiscal cliff' included significant revisions to the estate tax law that will affect estate planning for the foreseeable future. These revisions include:...

Life Insurance: How Much and What Kind?

Posted on: December 17th, 2012
Life insurance can be an affordable way to provide for our children, spouse, a sibling, aging parents and others if we should die while they are depending on us. Life insurance proceeds can provide extra income to help pay ongoing household bills and child care; pay off a mortgage, credit cards and other debt; pay for college; and pay funeral costs and other final expenses. (Life insurance also plays a vital role in business succession planning and it has numerous applications in estate planning.)...

Planning Opportunities Available to All Families

Posted on: December 3rd, 2012
With the $5.12 million per person exemption from federal estate tax ($10.24 million for married couples), most of the estate planning 'talk' recently has been on the planning opportunities available to affluent families. However, the need for estate planning remains for everyone....

10 Things To Do Before the End of This Year

Posted on: November 15th, 2012
The end of the year will be here before we know it. But there is still time to meet some major estate planning goals. Here are ten things to do before the end of 2012....
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