Deciding Between a Trust and a Will During the Pandemic
Knowing what will become of your assets and making the grieving process easier on your loved ones will give you peace of mind during a time of uncertainty. If you’re considering whether to draft a will or establish...
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Many Americans Fail to Create a Will. Why that Matters.
As the number of people succumbing to COVID-19 continues to climb in the U.S., many Americans are thinking about estate planning. Demand for wills in particular has soared as people acknowledge their mortality. Still, a survey by...
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Estate Planning and Asset Protection for Retirement Accounts
For many estate planning clients, their retirement account represents the majority of their wealth. Typically these accounts are held in "tax qualified plans" such as a 401(k), or an IRA. Because they are not subject to income tax until withdrawn -- typically at age 70 1/2 -- they provide the ability to accumulate large amounts of wealth during one's lifetime. In...
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