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  • Practice Areas
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Category Archives: Retirement

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Retirement Account Tax Traps

RetirementBy Susan GrahamOctober 29, 2022

Did you know there are tax traps that exist with retirement accounts and beneficiary designations?

Small Estate Affidavit

RetirementBy Susan GrahamJuly 18, 2022

What is a Small Estate Affidavit? When is it Needed After Someone Dies?

Access to Your Passwords

RetirementBy Susan GrahamJune 14, 2022

What if you become incapacitated and your family needs to help you with online accounts?

IRAs and Charitable Donations

RetirementBy Susan GrahamFebruary 28, 2022

How Can You Use Your Mandatory Minimum Distribution on IRAs for Charitable Donations. Check out the video.

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