Tag Archives: retirement accounts
Should You Leave Your Assets to Charity?
Giving money or assets to charity is a popular philanthropic deed. It is a nice way to support causes or communities that you appreciate, even after you pass away. Whether you leave part or all of your estate to charity, there are many different ways to achieve your charitable goals. Plus, it can have some […]
Options for Donating to Charity Via Your Estate Plan
If you’re interested in using your estate plan to leave behind money to a charity or cause of your choice, there are several ways you can accomplish this. Here is a quick overview of a few of them. Charitable trusts You can name a charity as a beneficiary of a simple revocable or irrevocable trust. […]
Assets Millennials Must Consider When Estate Planning
Millennials are, in part, known for their financial consciousness. The people who make up this generation tend to be more careful with their money and property, likely as a result of coming to age during and immediately following the Great Recession. Plus, being overburdened by student loans has forced many Millennials to be as frugal […]
How Retirement Assets Factor Into Your Estate Plan
In the world of estate planning, coordinating retirement assets is crucial. These days, a substantial portion of a person’s overall wealth can be found in tax-deferred retirement accounts like traditional individual retirement accounts (IRAs), 401(k) plans and 403(b) plans. There are many factors to take into account when considering the role your retirement assets play […]
Crafting an Estate Plan for Same-Sex Couples
Estate planning, while sometimes complex, is currently the only available tool for same-sex couples to ensure both partners receive what they need if one of them passes away. The state of Florida has a number of constitutional and statutory restrictions that prevent same-sex couples from receiving many of the protections heterosexual couples are able to […]