IRA Beneficiaries
As Financial and Family Estate Planners we receive many questions and requests regarding Individual Retirement Accounts (IRAs). An IRA is a qualified retirement plan. Contributions are tax deductible and tax-exempt growth is compounded. As a Planner you can assist...
Probate & Estate Administration
We Help Families Efficiently Transfer Assets After a Death While Minimizing Conflict and Wealth Transfer Taxes The passing of a loved one is one of the most emotionally trying times you will ever encounter. The last thing you need during this difficult time is a glut...
Frequently Asked Questions
What happens if someone objects to the Will? An objection to a Will, also known as a “Will contest” is a fairly common occurrence during the probate proceedings and can be incredibly costly to litigate.In order to contest a Will, one has to have legal “standing” to...