Using Beneficiaries in Your Estate Plan
Sep 07, 2018
Creative ways to use beneficiary designations avoid probate or reduce will contests. Beneficiaries in Real Estate Many states now provide the ability to add a pay on death beneficiary designation on r...
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Simple Tips to Optimize Your IRA & Retirement Plans
Nov 12, 2009
Watch the Timing of When You Take Your First Distribution You are required to start taking distributions at age 70 1/2. Specifically, you must take the distribution for the year in which you turn ag...
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Preparing a Simple Estate to Avoid Probate
Nov 10, 2009
Evaluating Your Potential Estate The first step is to prepare and itemized list of the assets you have to transfer to your beneficiaries. Cash, Insurance, IRAs & Brokerage Accounts Property that pass...
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