In this issue of our Estate Planning Newsletter
Five Reasons To Review Your Estate Plan Periodically
When was the last time your estate plan was reviewed? If it was more than five years ago or if your family circumstances have changed, it is worth having someone look at your plan.
Working in Retirement: Does It Affect Your RMDs?
You may have many questions about working after retirement. Can you still contribute to retirement accounts? How does working affect your required minimum distributions?
How To Be an Executor
As an executor, you have a long list of duties and a fiduciary obligation to act in the best interest of the estate and its heirs. You also have anxious beneficiaries who already are dealing with grief. One of your many tasks is to keep beneficiaries informed of the progress in settling the estate’s affairs.
The Latest on Digital Asset Reporting
With a will, you have the power to dictate how you want your estate to be divided up after you die. Although the major items included typically range from bank accounts and stocks to houses and cars, wills can even address to whom you want to give personal items, such as jewelry or furniture, once you pass away.