Monthly Archives: March 2019

What To Do With Inherited IRAs

I inherited an IRA. What do I do now? Many of our Estate Planning clients have at least one IRA in their financial plan. And those who have lost someone they love are often the beneficiary of an IRA that someone other than their spouse owned. This requires them to make some significant choices that involve

2019-04-01T09:45:27+00:00March 25th, 2019|

Top 5 Questions for Your Estate Planning Attorney – Q1

Would you be comfortable having your family practice doctor perform heart surgery, or your pediatrician to treat cancer? No, you’d hire a specialist. So, why would you hire a general practice attorney instead of one who focuses all his or her knowledge and expertise in a specific area of law? Like medicine, the law has become

2019-05-07T12:25:20+00:00March 6th, 2019|