This weekend, my brother’s long term girlfriend changed her Facebook status to Engaged. I am super happy for her and my brother. And I thought I had an article topic when I spoke to my dad about it and he reported my stepmother’s reaction. “You know, our number of grandchildren just doubled.” And that’s true. […]
In 2012, I lost my mom. She’d fought cancer and lost, and it was devastating at the time. I no longer get to talk to her, laugh with her or share a meal. Every year, though, she still sends me one tangible gift to remember her by: a distribution from the IRA she left behind. If you inherit an IRA, you’ll need to decide what you are going to do with the IRA before you take control of it. That’s important, because if you do it wrong, you can leave yourself with limited options and a huge tax bill.
Take our estate plan checkup to see where you might need to make some adjustments or changes to get your affairs in order. And if you don’t have an estate plan, or you know that you haven’t done all that you should have done, take our estate plan checkup to see some suggestions for you to follow to get your affairs in order.