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Who Gets Your IRA When You Die? It’s Not So Simple

Many parents will split their inheritance 50/50, but what happens if one of the heirs passes away? Who does the IRA money go to? If your children are alive when you die and you designated 50/50 outright beneficiaries, they will each get half the funds. They can do as...

6 Reasons Why You Need an Estate Plan

We commonly throw the word “estate” around for the top tier wealthy class, however, estate planning isn’t reserved just for the rich. Everyone, regardless of family dynamics or financial status can benefit from having an estate plan – a collection of documents...

5 Estate Planning Questions Everyone Should Ask

No one ever truly knows when it’s our time to move on. We may think we’re destined to live to our 90’s, but life doesn’t always turn out as we expected. Having an estate plan in place can eliminate any unexpected circumstances life throws at you. Not sure where to...