by Carol Grant | Jun 20, 2022 | Estate Planning
Romance is in the air. Summer is the time for marriages, and with America coming out of the pandemic, wedding calendars will be filled. Getting Married? What Should I Know about Estate Planning before ‘I Do’? AZ Big Media’s recent article entitled “5 estate planning...
by Carol Grant | Jun 9, 2022 | Estate Planning
If you’re married, you are eligible to use a joint trust instead of having individual trusts. This recent article, “Joint Revocable Trust: Estate Planning” from aol.com, looks at the pros and cons to see if it makes sense for your estate plan. A trust is a legal...
by Carol Grant | Jun 9, 2022 | Estate Planning
For seniors enjoying the romance and vitality of an unexpected late-in-life engagement, congratulations! Love is a wonderful thing, at any age. However, anyone remarrying for the second, or even third time, needs to address their estate planning as well as financial...
by Carol Grant | Jun 3, 2022 | Estate Planning
There are a few dangers of adding someone as a joint owner of a bank account instead of using a Power of Attorney. A person with Power of Attorney for their parents can’t actually “add” the POA to their bank accounts. However, they may change bank accounts to be...
by Carol Grant | Jun 1, 2022 | Estate Planning
Once you celebrate your 72nd birthday, the IRS requires you to take a required minimum distribution amount from IRAs or other tax-deferred retirement accounts. Most people take the minimum, says a recent article from Kiplinger titled “Should You Take an Extra Big RMD...
