7 Rules for Maintaining Problem-Free Trust Accounts

At some point in an attorney–client relationship, the attorney will hold funds for his or her clients. Generally, these funds come in the form of a retainer, monies collected from a legal settlement or funds collected when an attorney [...]

By |2019-10-18T15:50:30-04:00May 8th, 2019|Categories: Blog, Estate & Trust, Tax|Comments Off on 7 Rules for Maintaining Problem-Free Trust Accounts

When It’s Time to Take Money Out of Retirement Plans

The term "distributions" refers to money withdrawn from a retirement plan. Generally, traditional IRA and 401(k) account holders are eligible to take penalty-free distributions at age 59 1/2, but the IRS doesn't require distributions until you turn 70 1/2. [...]

By |2019-03-11T15:34:19-04:00August 28th, 2018|Categories: Blog, Estate & Trust, Tax|Tags: , , |Comments Off on When It’s Time to Take Money Out of Retirement Plans

Tax Strategies Behind Donating Appreciated Investments 

With the new tax laws and the market doing especially well the past couple of years, donating appreciated investments provides a great way to support a cause close to your hearts with the bonus of some nice tax advantages. A [...]

By |2020-01-06T19:23:51-05:00July 30th, 2018|Categories: Blog, Estate & Trust, Megan McManus, Tax|Tags: , , , |Comments Off on Tax Strategies Behind Donating Appreciated Investments 

Thinking Ahead: Estate Planning If You’re Under 40

The sooner you plan, the more prepared you'll be for life's unexpected twists and turns. You can start now, regardless of your net worth. You might still be paying off student loans or credit cards for the foreseeable future. Surprisingly, [...]

By |2018-07-02T16:48:34-04:00July 2nd, 2018|Categories: Blog, Estate & Trust|Tags: , |Comments Off on Thinking Ahead: Estate Planning If You’re Under 40

Will Basics: What It Is and Why You Need One

A last will and testament provides instructions for the distribution of your estate. It probably comes as no surprise that more than 70 percent of Americans don't have one. Most people aren't eager to draft legal documents, and there's [...]

By |2019-10-16T17:36:32-04:00July 2nd, 2018|Categories: Blog, Estate & Trust|Tags: , , |Comments Off on Will Basics: What It Is and Why You Need One

Concerned About Funding Your Child’s Higher Education?

Saving for your child’s education is no small feat. Although it is ideal to begin a savings program when your children are born, some families don’t start saving until their children are older. One of the best options is [...]

By |2018-06-21T17:29:43-04:00June 21st, 2018|Categories: Blog, Estate & Trust|Tags: , , , , , |Comments Off on Concerned About Funding Your Child’s Higher Education?

Confused About Starting Estate Planning

No one likes to think about estate planning, but it's important for even young adults to have their affairs in order, especially if they have family or loved ones. As the old saying goes, "hope for the best, prepare [...]

By |2018-06-05T20:30:40-04:00June 5th, 2018|Categories: Blog, Estate & Trust|Tags: , |Comments Off on Confused About Starting Estate Planning

The Many Flavors of Trusts

A trust is a legal entity that holds assets — money, property, stocks, bonds, insurance policies or artwork — for the benefit of another. Trusts help you accomplish your estate planning goals; their power lies in their versatility. A [...]

By |2020-01-06T18:29:44-05:00May 22nd, 2018|Categories: Blog, Estate & Trust|Tags: , |Comments Off on The Many Flavors of Trusts

Is This Your Situation: Are You Starting Your Marriage on Solid Financial Footing?

Many couples would rather talk about sex expectations than financial expectations and arrangements. And that’s unfortunate, because studies show that money issues are the number one stresser in marriages. And when stepchildren are involved, money stress can become even [...]

By |2018-05-22T20:44:42-04:00May 22nd, 2018|Categories: Blog, Estate & Trust, Tax|Tags: , , , , |Comments Off on Is This Your Situation: Are You Starting Your Marriage on Solid Financial Footing?

Top 40 Succession Planning Tips

Top 40 Tips for Succession Planning Whether you’re a business owner planning for retirement or an individual planning for your family’s future, it’s important to have a good succession plan. Having a well-developed succession plan can help ensure your [...]

By |2018-01-30T13:40:18-05:00March 13th, 2017|Categories: Blog, Estate & Trust|Tags: , , |Comments Off on Top 40 Succession Planning Tips