Your estate plan is only as effective as the people you choose to help you carry it out. Choose wisely and organize your financial information in ways … [Read more...] about Recordkeeping
“Inheriting Retirement Accounts”
By Jeffery J. McKenna Retirement accounts such as IRAs, Keoghs, 401(k)s and 403(b)s present special estate planning … [Read more...] about “Inheriting Retirement Accounts”
Estate Planning for Life
By Jeffery J. McKenna In doing estate planning, it is essential to plan not only for death -- but for life. Lifetime planning involves … [Read more...] about Estate Planning for Life
Estate planning in uncertain times
By Jeffery J. McKenna Getting your affairs in order creates a sense of peace. This can be especially true given the current uncertainties. Here … [Read more...] about Estate planning in uncertain times
Estate planning for blended families
Getting married and blending families is tough. Doing proper estate planning for a “yours, mine and ours” family presents many special challenges. … [Read more...] about Estate planning for blended families
Are you prepared to live alone?
Whether you have been together for a short time or a long time, you will most likely go through a period of emotional and financial stress after … [Read more...] about Are you prepared to live alone?
Gratitude and Estate Planning
Thanksgiving brings great memories. As a young boy growing up, I loved meeting at grandma’s house on 21st Street in old Las Vegas. We crammed … [Read more...] about Gratitude and Estate Planning
‘An estate is more than just money’
Even if your children are grown with families of their own, you can probably remember scenes of sibling rivalry when they were younger. In some … [Read more...] about ‘An estate is more than just money’
What is “step-up in tax basis”?
"Cost basis" is a term unfamiliar to most. Estate planning lawyers and accountants use it a lot, but what does it mean? Cost basis is used to … [Read more...] about What is “step-up in tax basis”?
Elder abuse
A topic that seems rarely to be addressed by the media, but which has serious consequences, is elder abuse. Caring for frail older people is a very … [Read more...] about Elder abuse