Estate Planning for the Blended Family

Balancing the needs of a multi-generational blended family with your own wishes can be a complicated task, especially when it comes to estate planning.  With a majority of Americans not only marrying once, but twice, three or even four times during their lives, it is a challenge that will come to many. Even when blended family members get along, estate planning can be complicated. The potential for acrimony among Read More

Your Estate Planning Checklist

The death of a parent… Medical issues… Birth of a child… A milestone birthday… Any of these events can trigger the urge to put your affairs in order and plan your estate. One of the best things you can for your loved ones is to leave them an estate that’s well organized, clear cut and easy to administer. While we talk often about the need for a sound estate plan, we know that trying to plan your estate can be Read More

What If?

Most people start the process of estate planning to deal with “What If”. What If you died and your children were still too young to care for themselves? What If you were no longer physically able to care for yourself? What If you had very specific instructions for how your property should be passed on? Every person on the planet has an individual list of things they worry about.   And those worries are often what Read More

Traditional vs. Roth IRAs – Which is the Better Choice?

The talk this year about changes in the availability of Roth IRAs has raised questions from many people eligible for the benefits of these individual retirement accounts. One of the hottest topics of discussion is the advantages of a traditional IRA versus a Roth IRA, and whether or not you have to convert your traditional IRA to make it a “stretch” IRA. First of all, the answer is no, you don’t have to convert Read More