Our Estate Planning Blog
If you have an individual retirement account, do you recall filling out a beneficiary designation form? That’s the document that allows you to direct the IRA custodian to transfer your IRA to the people you name in the form.
If you are single or are a widow or widower and will likely never return home after moving into a Medicaid certified nursing home, the house can be sold, and planning might be done with the proceeds of the sale.
Congratulations, you have finally signed your estate planning documents. Now, where do you keep them?
You are not doomed to be a victim of identity theft.
Easier-to-read form highlights retirement income streams and other tax benefits for citizens 65 and older.
You might be amazed at some of the bizarre places that people put their documents. It would take you a month of Sundays to find the papers if the person had not told you where to look.
Life insurance can offer income and saving options for the long term.
Some things don’t disappear even when you die, including credit card debt.
Copyright © IMS. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement. Some artwork provided under license agreement.
