An IRA can be a valuable tool in anyone's retirement and estate planning toolbox. But what if you're not satisfied with your investment options or portfolio performance? One...
Should You Set Up a Self-Directed IRA?
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Estate Planning: Select an Executor and Trustee With Care
There are several steps to creating and carrying out an estate plan — not all of which will fall on you. For example, other people must act as your plan's executor and trust's...
Joint Ownership: Estate Planning Do or Don’t?
Estate planners often tout the virtues of owning property jointly — and with good reason. Joint ownership generally offers several advantages for surviving family members. But...
A Buy-Sell Agreement Can Promote Your Estate Plan’s Objectives
If you own a closely held business, you're probably familiar with the protections provided by buy-sell agreements. But do you know how important these documents can be to an...