by Carol Grant | Sep 27, 2021 | Estate Planning
If you’ve been working for a while, you have an estate. If you’ve been working for a long time, you may even have a sizable estate, and between your home, insurance, and growing retirement funds, your estate may reach the million-dollar mark. That’s the good news. But...
by Carol Grant | Aug 30, 2021 | Elder Law, Estate Planning, Will
While estate planning for couples with no children seems like it would be very simple, the opposite is almost always the case, according to this informative article titled “Three keys to estate planning for couples without children” from The News-Enterprise. Married...
by Carol Grant | Aug 11, 2021 | Estate Planning
A last will and testament is the basic document of an estate plan, which is how you direct assets according to your wishes after you have died. However, there are certain things that do not belong in a will, and it’s important to know what they are. Mistakes can lead...
by Carol Grant | Aug 3, 2021 | Estate Planning
While it may seem like only the ultra-wealthy benefit from a Roth IRA, this retirement tool is an excellent tax shelter that anyone can use, reports CNBC.com in the recent article “The ultra-wealthy have made full use of Roth individual retirement accounts. Here’s how...
by Carol Grant | Jul 12, 2021 | Estate Planning
The Wealth Advisor’s recent article entitled “Beware of These Common Estate Planning Scams” advises you to avoid these common estate planning scams. Cold Calls Offering to Prepare Estate Plans. Scammers call and email purporting to be long-lost relatives who’ve had...
