You may have many questions about working after retirement. Can you still contribute to retirement accounts? How does working affect your required minimum distributions? Let’s start with contributing to retirement accounts You should be able to contribute to your employer’s qualified retirement plan regardless of your age. In some instances, you can also contribute […]
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Avoiding an Audit
The Internal Revenue Service recently released its Strategic Operating Plan. In that plan, the Service indicated that it planned to conduct more audits, especially on the wealthiest taxpayers. Hearing that you are facing an audit is enough to strike fear into even the most stoic of individuals. No one is immune from audit; however, taxpayers following certain steps are less likely to be audited than those who don’t.
Digital Estate Planning: Protect Your Online Legacy
As our lives become more intertwined with the digital world, it is essential to ensure the smooth management and preservation of our online assets and accounts after we’re gone. This blog post will first explore the importance of digital estate planning. It will then go on to provide practical insights and guidance to help you […]
5 Reasons To Review Your Estate Plan Periodically
When was the last time your estate plan was reviewed? If it was more than five years ago or if your family circumstances have changed, it is worth having someone look at your plan. Here are five reasons why you should periodically review your estate plan: Examples of family changes that could affect your […]
What Is a California Heggstad Petition?
In this post, we are going to look at the Heggstad petition that can be used in the state of California. It is relevant from an estate planning perspective because it can be useful in some cases when a revocable living trust has been created. Let’s look at the living trust from an overview before […]
An Estate Planning Primer
Caring.com is a popular website that has been conducting annual surveys to gauge estate planning preparedness. They consistently find that two out of every three American adults do not have estate plans in place. Researchers drill down further and ask additional questions to gain insight. When these people are asked why they did not take […]
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