Consider Your IRA When Making Charitable Bequests

As most people know, funds distributed from a traditional, non-Roth, Individual Retirement Account (IRA) are subject to income tax, and this also applies to inherited IRAs. Using your IRA to fulfill your charitable goals is often a good strategy both to achieve...

Why Do I Need a Will When I Am Only 21 Years Old?

People of all ages need a will, because if you do not have one, the state statutes will decide which family members will receive your assets at your death and that decision should be yours Imagine you are in your late twenties, you have been happily married for five...

Do You and Your Family Members Know Your Legal Name?

When I was young I did not appreciate my father’s insistence on a simple and short name not easily changed into a nickname. In all “legal” documents I have always used my simple first name “Dana.” But now I realize with the Federal Patriot Act...
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