What Is the Best Thing to Do with an Inherited IRA?

Posted on October 20, 2021 by shieldsandboris

Inheriting an IRA from a parent has a unique set of rules you need to know, which will help you make the most of the money you inherit and avoid a tax-time surprise.

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What are Digital Assets in an Estate?

Posted on October 19, 2021 by shieldsandboris

Today, so many aspects of our lives are managed virtually. We keep currency, photos, music, documents, bills, medical records, artwork and even our social lives online or ‘in the cloud.’

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When Should You Fund a Trust?

Posted on October 18, 2021 by shieldsandboris

For larger estates, a revocable trust is generally the most effective tool for avoiding probate. It involves some setup costs. However, it allows you to manage the disposition of all of your wealth in one document, while retaining control and reserving the right to modify your plan.

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Should I Try Do-It-Yourself Estate Planning?

Posted on October 18, 2021 by shieldsandboris

Your DIY estate plan might miss important details.

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