Retirement Account Tax Traps
Did you know there are tax traps that exist with retirement accounts and beneficiary designations?
Small Estate Affidavit
What is a Small Estate Affidavit? When is it Needed After Someone Dies?
Access to Your Passwords
What if you become incapacitated and your family needs to help you with online accounts?
IRAs and Charitable Donations
How Can You Use Your Mandatory Minimum Distribution on IRAs for Charitable Donations. Check out the video.