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You are here: Home / Archives for legal issues

legal issues

“Inheriting Retirement Accounts”

November 10, 2022 by Jeff McKenna

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”

Filed Under: Opinion Tagged With: legal issues

Estate Planning for Life

September 20, 2022 by Jeff McKenna

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

Filed Under: Opinion Tagged With: legal issues

Is a living trust right for you?

August 10, 2022 by Lincoln County Record

By Jeffery J. McKenna The use of a revocable trust (sometimes referred to as a “living trust” or “family trust”) to plan one’s estate has become … [Read more...] about Is a living trust right for you?

Filed Under: Opinion Tagged With: legal issues

Are you prepared to live alone?

December 9, 2021 by Jeff McKenna

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?

Filed Under: Opinion Tagged With: legal issues

Steps for handling an inheritance

April 7, 2021 by Jeff McKenna

Of all the money that may pass through your hands during your lifetime, none is more emotion-laden than an inheritance. After all, you got it because … [Read more...] about Steps for handling an inheritance

Filed Under: Opinion Tagged With: legal issues

Improper estate planning can spell disaster for children

June 10, 2020 by Jeff McKenna

Few tasks we attempt during our lives have a greater impact on our family than creating an estate plan. Proper planning can ensure the future of our … [Read more...] about Improper estate planning can spell disaster for children

Filed Under: Opinion Tagged With: legal issues

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