Include Your Intellectual Property in Your Estate Plan

September 8, 2023

You don’t have to be a famous producer or household name to own intellectual property. If you create music, own…

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There is no shortage of advice flying around about estate planning, much of it from people who aren't even lawyers. Get insight on the popular pitfalls and how emerging economic shifts like cryptocurrency can affect your plan.

Q&A What is the IRS’s “Rule of 55” for 401(k) plans?

Q & A: QUESTION Q: What is the IRS’s “Rule of 55” for 401(k) plans? -Ready to Retire   ANSWER Dear Ready: Although you generally must wait until age 59½ to make withdrawals from your 401(k) without incurring a 10%…

Key Milestones For Planning Your Retirement

The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your progress. While your individual retirement plan and goals will be unique to…

10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 2

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or simply ignore it all together until it’s too late. Sadly, this unwillingness to face reality…

10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 1

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or simply ignore it all together until it’s too late. Sadly, this unwillingness to face reality…

Q&A: What is “diminished financial capacity”?

Q & A: QUESTION Q: What is “diminished financial capacity,” and why is it so dangerous for seniors? —Concerned Caretaker ANSWER A: Dear Concerned: The National Institute on Aging estimates that nearly half of all Americans will develop some form…

How Creating A Life & Legacy Plan Creates And Preserves Your Family’s Legacy

When you think about loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave something behind, what you likely cherish most about the object are the…

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