A QDRO can ease the transfer of retirement plan assets in a divorce
Getting divorced and dividing up assets is no easy matter. [...]
Contributing to a Roth 401(k) plan may help achieve estate planning goals
When it comes to your 401(k) plan, you may have [...]
Provide for multiple generations using a dynasty trust
When creating estate plans, people generally take their children and [...]
Does a FAST make sense for your estate plan?
On the one hand, you want your estate plan to [...]
Could a 412(e)(3) retirement plan suit your business?
Traditional and Roth IRAs can be powerful estate planning tools. [...]
Undue influence claims may upend your estate plan
One of the goals in creating a comprehensive estate plan [...]
Don’t overlook digital assets in your estate plan
When it comes to digital assets, it’s important to know [...]
Own foreign assets? Account for them in your estate plan
Failing to address any foreign assets you possess in your [...]
An HSA can be a healthy supplement to your wealth-building regimen
Health Savings Accounts (HSAs) allow eligible individuals to lower their [...]
Assets with sentimental value may require more thoughtful planning than those with greater monetary value
As a formal estate planning term, “tangible personal property” likely [...]
