How Does an IRA Fit Into Your Estate Plan?
When you think of IRAs, you probably think of retirement. But what happens to your IRA money after you’re gone? The answer depends on how...
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Estate Planning Blog
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Options for Establishing and Transferring Your IRA to a Loved One
Now, more than ever before, Americans are using a variety of tax-deferred accounts such as 401(k)s and IRAs to save for retirement. And...
Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests
One misconception people have about life insurance is that naming beneficiaries is all you have to do to ensure the benefits of life...
It’s Planning Season
For each season, there is planning that you must do on the farm. In order to be successful, this planning must be done thoughtfully and...
Three Estate Planning Mistakes Farmers and Ranchers Make and How to Avoid Them
Farming or ranching is more than a means of livelihood – it is about preserving a legacy and unique way of life. Unfortunately, many...
What to Do When a Loved One Dies Abroad
The death of a loved one can be one of the most disorienting life events. But if the loved one dies while traveling in a foreign country,...
The Recipe for a Satisfying Estate Plan
Misconceptions about who needs an estate plan abound. Most people believe that estate planning is only for extremely wealthy business...
Who Should I Choose to Be Successor Trustee?
When you create a living trust, you must name a successor trustee to take over for you if you are unable to act due to incapacity or...
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