by Kathryn A. Flanigan | Sep 29, 2015 | Estate Planning
The traditional method of wealth building, especially in the context of using IRAs is to establish an IRA. Most people are familiar with Roth IRAs, SEP IRAs and SIMPLE (i.e. incentive matching) IRAs that help in creating a nest egg for employees as they build towards...
by Kathryn A. Flanigan | Sep 22, 2015 | Estate Planning
If money was no object, what would you leave for your heirs and beneficiaries when you passed on? Of course, a large majority of us wouldnt even think about the answer to that question because we are not billionaires, and are therefore constrained by some sort of...
by Kathryn A. Flanigan | Sep 14, 2015 | Inheritances
When people develop estate plans, a common goal is to leave something for their heirs. After all, leaving a legacy becomes more important as people age. But while a large majority of people who put together estate plans intend to leave money to children or other...
by Kathryn A. Flanigan | Sep 8, 2015 | Estate Planning
For many people creating their estate plans, they primarily consider how to make sure that their legacies are passed to their heirs and organizations they have supported through their lives. However, the prospect of debt can derail the best intentions. Essentially,...
by Kathryn A. Flanigan | Sep 1, 2015 | Estate Planning
Our last few posts have focused on estate planning for young people. This is because many young adults are starting a new phase of their lives by going to college (or just graduating from college). Indeed, millennials do things differently than their elders, and...
