How your real estate in Florida is handled at your passing depends on the type of plan you put in place beforehand.
Read More
Reverse mortgages, like any financial product, have their place, but it’s important to understand exactly how they work before committing to one.
Read More
Nonqualified annuities do not get a step-up in cost basis at death, which means inheritance by a non-spouse will have tax consequences. Here we consider an alternative that could give you more flexibility with the terms of the contract.
Read More
Setting up your beneficiaries for your retirement and transfer-on-death accounts is crucial to ensuring your money goes where you want it to after your death. Per stirpes is one method for keeping the children of predeceased beneficiaries from losing out.
Read More