I’m Receiving an Inheritance
Estate Planning Webinar
Our estate planning webinar walks you through legal and financial factors, and how to navigate them in the middle of family dynamics.
Estate Planning Checklist
Estate plans are a critical piece of your financial life. Like it or not, we’re all going to pass away some day. How will your assets be handled? Who’s going to care for our children? Creating an estate plan ensures that you have a say in these important questions. Estate plans can also prevent unnecessary family arguments after you’re gone. Our estate planning checklist will help guide you through each of the key aspects of an estate plan.
Podcast Episode 25: Creating Successful Estate Plans and Strong Family Relationships
This episode, estate attorney Heather Walser joins us to share her perspective on the legal and relational side to successful estate plans.
What are the Latest Inherited IRA rules?
The Inherited IRA rules have changed a lot in recent years. Many recipients of Inherited IRAs are confused about if – and when – they need to take money out of these accounts. This post aims to clear up the confusion, laying out exactly what you need to do depending on what type of Inherited IRA beneficiary you are.
Inherited IRA Distributions: Pre SECURE Act [Video]
If your loved one passed away BEFORE 1/1/2020 and the SECURE Act, this video will help explain the rules for inherited IRA distributions.
Inherited IRA Distributions: Post SECURE Act [Video]
Inherited IRA distributions have complex rules. If your loved one passed away AFTER 1/1/2020 and the SECURE Act, then this video is for you!
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