Jan 3, 2015 | Estate Planning
New Year’s Planning Tip #2 – Check Your Beneficiary Designations Now that the chaos of the holiday season is behind us, it’s a great time to make a New Year’s resolution to update your estate plan. One area of planning that many people overlook is their...
Dec 24, 2014 | Financial Planning
With the end of 2014 fast approaching, now is the time to take a look at your year-to-date retirement plan contributions to see where yours stand when compared with the 2014 contribution limits. Summary of 2014 Retirement Plan Contributions Limits Depending on how...
Jul 17, 2014 | Estate Planning
On June 12, 2014, the U.S. Supreme Court—in a unanimous decision—ruled that Individual Retirement Accounts (IRAs) inherited by anyone other than a spouse are not retirement funds and therefore are not protected from the beneficiary’s creditors in bankruptcy. The...
