by Laurie Ohall | Feb 8, 2021 | Estate Planning
When choosing the right retirement plan, many people consider Roth IRAs because they provide a lot of tax benefits. However, what’s not often is known is that Roth IRAs are also excellent tools to help families avoid probate. Before we get into the probate benefits of...
by Laurie Ohall | Jan 25, 2021 | Estate Planning
What happens to you and your “stuff” if you should become incapacitated or pass away? Who is in charge of taking care of your finances in the event of an illness or accident that leaves you unable to take care of things yourself? Who is in charge of conveying your...
by Laurie Ohall | Jan 11, 2021 | Estate Planning
While it’s common for married partners to not be the same age, it’s less common to have a significant age gap. A gap of ten years or more may mean that one spouse retires well before the other, or that the younger spouse only has minor children with the older spouse...
by Laurie Ohall | Dec 22, 2020 | Estate Planning, Trusts
The decision of who to appoint as your executor or trustee is a huge one, which is why it’s so important to make the right choice when creating your estate plan. Remember, this person will hold incredible responsibility for overseeing what becomes of your estate. You...
by Laurie Ohall | Dec 15, 2020 | Estate Planning
It’s a common misconception that estate planning is only important for people with adult or minor children. While parents do look to estate planning lawyers to name legal guardians who can raise minor kids if something happens to mom or dad and protect an inheritance...
