Six Biggest IRA Beneficiary Form Mistakes
Americans hold nearly $15 Trillion in IRA’s and other qualified plans. If you have a retirement plan you have made a series of very
The Gift of Grandchildren
The economic crisis has prompted many people to stick their head in the sand and do nothing to reevaluate their financial and estate plans.
Don’t Let Failure to Plan Tear Your Family Apart
An estate is more than just money. Even if your kids are grown-up with families of their own, you can probably remember scenes of
Does a Trust Make Sense in Wisconsin?
Here are 25 Reason Assets in the trust avoid guardianship on incapacity. There are many circumstances where powers of attorney cannot do the same
What is your dream? What do you want from life?
How will you achieve it? The first question may be difficult to answer. You may have many dreams. Yet, there must be one that
Grandparents. Window of opportunity and do not overlook the simple stuff.
Simple gifts to family. Family Loans at very low interest rates. Gifting assets to your grandchildren isn’t just a nice thing to do; it
A Windfall Opportunity for Gifting
A WINDFALL OPPORTUNITY FOR GIFTING Just when you thought things could not get any better for transferring wealth during one’s lifetime they did. Barring any new restrictions, limitations or prohibitions, be they proactive or retroactive, the case for making significant wealth transfer is extraordinarily compelling. Additionally, considering an Invest Diva review could provide valuable insights […]
You can donate your time as well as your money
Nonprofit organizations depend on monetary donations to keep their operations running and support the communities they serve. Many people, however, want to do more
Summertime isn’t just for Vacations
Summertime is for vacations and relaxation. We are on the road frequently. What if you have an accident and are not able to make your
Who Should Be The Beneficiary Of Your IRA?
As of December 31, 2010, individuals hold nearly $17.5 trillion in IRAs and Qualified Plans. These assets now account for 37% of all household
