Most of our clients own some form of qualified retirement account such as a traditional individual retirement account (IRA), 401K, 403B, SEP or Keogh. Such an account provides significant benefits to the account owner because the deposits into the account are made with pre-income-tax dollars and the assets in the account grow “tax-free” until withdrawn...
Believe it or not, there are reasons why people occasionally ask about refusing an inheritance. Sometimes the inheritance is of property that is undesirable or it is an asset that is of no value or one that would be costly to maintain. There are individuals who, for religious or philosophical reasons, do not wish...
Estate Planning Lessons Learned Once again, the death of a celebrity reminds us of the importance of thoughtful and comprehensive estate planning. Anthony Bourdain was an American celebrity chef, author, travel documentarian, and television personality. His death by suicide was certainly tragic but, shortly after the event, the media reported that he and his wife...
