Articles

New Rule for IRA Rollovers

August, 2014Recently, the IRS has announced a new rule that limits the number of individual retirement account (IRA) rollovers that an individual may complete during any 12 month period. One method used by individuals to transfer funds tax free between

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Women and Estate Planning Basics

When it comes to estate planning, women have unique concerns. The fact is that women live an average of 4.8 years longer than men. That's important because it means that there's a greater chance that you'll need your assets to

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Selecting a trustee: it’s no easy task

There are several reasons you may need to provide for a trust in your estate plan. You may want to set aside assets for someone who is receiving government benefits, for example, and a supplemental needs trust

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