What do you do if you are named the beneficiary or inherit an IRA? The IRS and recent legislation such as the SECURE Act have outlined important rules regarding an inherited IRA.
How To Pass On Your Financial Values to the Next Generation
No matter how much or how little wealth you plan on passing down to your children or grandchildren, you should make it a priority to pass on your financial values to the next generation.
5 Clever Financial Gift Ideas for Grandchildren
One of these five unique gift ideas will give your grandkids a substantial advantage when it comes to financial security and teach them valuable money management skills as well.
A Guide to Dividing Your Estate Unequally
What is the best way to divide assets unequally in your will? What are the options?
5 Steps to Managing an Inheritance for High-Net-Worth Individuals
Here are some tips for making the best financial decisions about your inheritance.