Many people neglect to make an estate plan. They often do this because they think it’s something that they should address later on in their life. They essentially believe they’re too young to need an estate plan and that it is something they can set up when they get...
Helping You Reach Your Goals
Month: January 2024
Don’t let your IRAs become a tax burden on those who inherit them
Estate planning isn’t just about designating which assets you want to go to specific loved ones or other beneficiaries. It’s crucial that you think about what kind of tax or other financial impact those inheritances will have on the people to whom you leave them....