
Estate Planning With A Self-Directed IRA: Benefits & Risks
Both traditional and Roth IRAs can be impactful estate planning tools. But with a self-directed IRA, you may be able to increase the benefits of these tools by enabling them
Both traditional and Roth IRAs can be impactful estate planning tools. But with a self-directed IRA, you may be able to increase the benefits of these tools by enabling them
If you’re taking your first steps on your estate planning journey, congratulations! While thinking about one’s mortality is never pleasant, having a plan in place can provide peace of mind
A key objective in creating a thorough estate plan is to maintain family harmony after your death. Generally, with an estate plan in place, you have the peace of mind
When it comes to digital assets, it’s important to know that, unlike many assets, they leave little to no “paper trail.” Meaning, unless your estate plan specifically provides for them,
Failing to address any owned foreign assets in your estate plan can cause unexpected outcomes. With the help of an experienced estate planning advisor, you can structure the ownership of
Health Savings Accounts (HSAs) allow eligible individuals to lower their out-of-pocket health care costs and federal tax bills. Now might be a good time to consider an HSA (if eligible),
The estate planning term, “tangible personal property” might sound dull and unimportant to you or your loved ones. However, it includes items that make up tangible personal property, such as
While the laws regarding the execution of a valid will differ from state to state, but typically they require specific formalities. These may include signing the will in the presence
For many years, conservation easements have been a helpful tool that helps people plan their estates. They enable taxpayers to keep ownership of their land, while still receiving income and
One of the most effective ways to provide for your children in your estate plan is to set up trusts for them. Trusts offer many benefits, including the flexibility of