You may have a traditional or rollover IRA or other retirement accounts. The funds that are held inside these retirement accounts have not been taxed and grow (hopefully) income tax free. You are taxed on the retirement funds only when …
I’m A Trustee What Do I Do Now
You may have been named as successor trustee of Mom or Dad’s trust. Do you really know what that entails? Do you know what your obligations are? As a successor trustee, your primary duty is to preserve and protect the …
Medical Decision Making for Young Adult Children
If you have any adult high school or college aged children, they are responsible for making their own medical and mental health care decisions. Children become legal adults at age eighteen when they miraculously gain all the wisdom and insight …
Final Wishes
If you are like most people, you probably have some specific issues regarding the disposal of your remains. You may want to be buried in a coffin, with a burial vault, in the ground, or you may want to be …