by Kathryn A. Flanigan | Aug 25, 2015 | Estate Planning
In our last post, we highlighted a few things that could clarify misconceptions about IRAs, such as whether you have to open a new account for each annual contribution, and how important the beneficiary form can be. But we also understand that some of our readers may...
by Kathryn A. Flanigan | Aug 21, 2015 | Estate Planning
Many people think that if they draft their will, open up a retirement account and draft powers of attorney, then their estate plan is complete for the duration. What people don’t realize, however, is that comprehensive estate planning — planning that truly...
by Kathryn A. Flanigan | Aug 21, 2015 | Estate Planning
We may be more than half a year away from tax season next year, but it is never too early to plan for the 2016 tax season. This is especially important if you are considering a new IRA or even contributing extra to your existing account. While IRAs are fairly common,...
by Kathryn A. Flanigan | Aug 11, 2015 | Heirs & Beneficiaries
If you thought the end to iconic singer Whitney Houstons life was sad, the fact that her only child passed away in the same manner is equally, if not more disturbing. Bobbi Kristina had been in a coma for months after she was found submerged in a bathtub, in the same...
by Kathryn A. Flanigan | Jul 27, 2015 | Estate Planning
August is one of the most popular months of the year for people to get married. As August begins next week, we find it prudent to write a post about the benefits of estate planning for newlyweds. Of course, we believe that conversations about this topic are important...
by Kathryn A. Flanigan | Jul 20, 2015 | Estate Planning
Estate planning in the 21st century is no longer considered, non-traditional planning. With so many people having digital assets, including email accounts, Twitter handles and Facebook pages, it is important to know what to do, and what the rules are in handling these...
by Kathryn A. Flanigan | Jul 13, 2015 | Heirs & Beneficiaries
Indeed, the difficulties of dealing with a death in the family can be exacerbated by disputes over how to distribute ones personal property after a loved ones death. These problems are ostensibly resolved through probate, which is the legal process of transferring...
by Kathryn A. Flanigan | Jul 6, 2015 | Estate Planning
The latest jobs report may suggest that all is going well with the U.S. economy thus far. After all, with more than 200,000 jobs added in June, and more than $1 trillion in mergers and acquisitions announced this year in corporate America, there should be cause for...
by Kathryn A. Flanigan | Jun 25, 2015 | Estate Planning
In a prior post, we noted that retirement is not always a cut and dried, step-by-step process to prosperity. There can be a number of unexpected events that could derail one’s ability to retire at the time that the want, and with the lifestyle they choose....
by Kathryn A. Flanigan | Jun 22, 2015 | Estate Planning
To the uninitiated, it may seem like one must have upwards of a million dollar estate and multiple properties to consider estate planning. After all, to justify the high fees that estate planning attorneys charge, one must have a great deal to lose. However, estate...
