Monthly Archives: July 2025
Can I Leave My IRA To My Spouse?
Individual Retirements Accounts (IRAs and Roth IRAs) are tax advantaged. They can be a great way to build wealth. You may be wondering: Can I leave my IRA to my spouse as part of my estate plan? Not only is the answer “yes”—but recent changes to federal law make it more advantageous to do… Read More »
Should I Plan For My Funeral As Part Of My Estate Plan?
Planning ahead for the future often means making some difficult decisions—especially about what happens after you pass away. For that reason, including funeral and burial arrangements in your estate plan can ease the burden on your loved ones during an emotionally challenging time. Indeed, thoughtful funeral planning is a final act of care that… Read More »