Should you tell your children about your wealth and your estate plan? This is a common question, and the answer depends on the unique dynamics
Advice from Warren Buffett: Tell Your Kids About Your Will Read More »
Question: If I leave a box of cash to someone via my Will, how do I make sure the cash is used for a specific
Question: In the state of Georgia, if a beneficiary never signs the paperwork needed to carry out a change in executors, can they lose their
March is International Women’s Month, and it’s a timely opportunity to remind women of the importance of their role in making financial decisions for their
Empowering Women to Address Estate Planning Needs Read More »
Question: My mother and her husband were co-owners of a home, and they both have passed away. The house still shows 50/50 ownership. My mother
Question: I was considering setting up a transfer on death deed instead of making a Will. I have two children, each of whom has one
Q&A with Loraine: Transfer on Death Deed? Read More »
Question: What are the pros and cons of choosing a Will versus a Living Trust for estate planning? Which option is generally considered the best
Q&A with Loraine: Choosing Between a Will and a Living Trust? Read More »
Starting in 2025, the Internal Revenue Service (IRS) is ending a grace period it allowed regarding taking mandatory withdrawals – or Required Minimum Distributions (RMDs)
What’s New for 2025 with Inherited IRA 10-Year Rule Read More »
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