Retirement can be a confusing time in a person’s life.
Besides new exercise regimes and attempts at savings accounts, from a legal perspective, the new year is the perfect impetus for tackling life’s perennial to-do list.
As people live longer, the retirement population grows and health care costs climb, long-term care is a critical component of family financial planning.
Valentine's Day is all about showing the ones you love how much you care about them. In many ways, the same goes for estate planning. The purpose of this process…
While most estate planning focuses on physical property, like your home, and liquid assets, such as investment accounts, retirement plans can actually make up a large portion of one’s estate. Due to the specific tax rules governing these assets at death, you must plan carefully to ensure these funds are integrated properly into your estate distribution plans and tax savings strategies.
I'm the executor of my mother's estate. She has an IRA where the beneficiary is her estate. When I withdraw this IRA into her estate account, how will this money be taxed?