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10 Result(s) in the “Estate Planning” Category


Sep. 17, 2021

Inherited a Traditional IRA From Your Spouse? Here Are Four Options

If you lose your husband or wife, the last thing you’ll want to deal with is making decisions about what…

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Sep. 3, 2021

Five Tips for Designating Beneficiaries for Your Retirement Accounts

When’s the last time you checked your who you have designated as the beneficiary on retirement plan(s) and accounts? If, it’s been a…

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Jul. 16, 2021

Four Ways to Give Your Home In New Mexico

For many people, the biggest asset they have is their home. Though sometimes retirees have to sell their home as…

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May. 7, 2021

Recently Proposed Changes to Federal Estate and Gift Tax Laws

Although most of the action taken by the new presidential administration has centered around getting a handle on the COVID-19…

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Apr. 22, 2021

Seven Key Elements of Estate Planning

A 2019 study of 3,000 adults age 55 and older by Merrill Lynch and AgeWave revealed that 45% of those surveyed have no will. The…

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Apr. 16, 2021

Estate Planning for Your Vacation Home

Several years ago, my mother’s lifelong dream came true: she and my father purchased a condo on a beach block…

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Mar. 5, 2021

What’s a Charitable Remainder Trust, and Should You Have One?

A charitable remainder trust is an irrevocable trust that allows you—or a designated beneficiary—to receive an income stream for life.…

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Feb. 18, 2021

Moving Across State Lines? Don’t Forget to Update Your Estate Plan

Relocation after retirement is becoming more common. And, contrary to popular belief, not all retirees are moving to Florida. In 2018,…

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Feb. 12, 2021

Five Tips for Avoiding a Will Contest

Your will is almost certainly the most important estate planning document you can have when it comes to ensuring that your wishes are honored…

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Feb. 5, 2021

3 Tips for Reviewing Your Estate Plan

When is time to come to review your estate plan? A good rule of thumb is to review it whenever you…

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