November2016

Your Will Must Be Probated

On occasion I meet with clients who think that only the estates of people who die without a will have to be probated. That mistake is based in large part due to the formalities of signing a will. The fact that wills are witnessed and notarized makes some believe it[…]

Your IRA Estate Plan

Planning for the treatment of your IRA at your death should include more than filling out the beneficiary form. You should consider ways to leverage your IRA account to even greater wealth by the way you pass it to your spouse or heirs. You can keep more money in the[…]