Many people use beneficiary designations, and for good reason. Some significant assets, including life insurance policies, IRAs, retirement plans and even bank accounts, allow a beneficiary to be named. It’s free, it’s easy, and, when the owner dies, these assets are designed to be Continue reading
The end of the year will be here before we know it. But there is still time to meet some major estate planning goals. Here are ten things to do before the end of 2012.
1. Have your estate planning done. Set the end of the year as your deadline to finally get this completed. If you Continue reading
Tax #1: 3.8% Surtax on Investment Income
This new tax will be levied on net investment income if modified adjusted gross income is more than the ‘threshold Continue reading