An increasingly important aspect of a person’s financial life is that many people now receive and pay bills through online accounts and/or through email. Similarly, bank, brokerage and retirement accounts may also be maintained and accesses electronically. A bill may come via email and if an executor or attorney-in-fact does not know the person’s password… Continue Reading
Author Archives: John
Cinderella Should Have Been a Trust Beneficiary
Awhile back I was watching Cinderella with my three year old and thought – Wow, if only she was a trust beneficiary she wouldn’t be locked in the tower slaving for her step-sisters. For those who don’t recall, the setup for the story is that Cinderella’s mother passed away; then her father remarried the evil… Continue Reading
Happy New Year!
We look forward to helping you protect your assets in a prosperous 2014.
Another Time to Update Your Estate Plan
I am frequently asked: “When should I update my estate plan?” Normally, the first answer is anytime you have a major life change such as a marriage, child, divorce, etc. One of the most significant events isn’t really an “event” at all but something that often occurs in a more gradual manner. That is the… Continue Reading
IRA Basics
Here are some of the fundamental aspects of Individual Retirement Accounts. IRAs can be broken down into two main categories: Traditional IRA and Roth IRA. With a traditional IRA, you contribute money to the account and get a tax deduction for the contribution. The money can then be invested tax free while in the account. … Continue Reading