The word ‘estate’ conjures images of great wealth, which may be one of the reasons why so many people don’t develop estate plans—after all, they’re not rich, so why make the effort? In reality, however, if you have a family, you can probably benefit from estate planning, whatever your asset level.
July 22, 2019
Today’s blog is a guest blog written by Heidi Cookson, Marketing Director for Vinnie Bonazzoli’s firm, Family Estate Planning Law Group. Vinnie has been practicing law since 1985, and his law firm is changing the way people view estate planning through their relationship-oriented practices and ongoing client care program. Vinnie also runs a law firm […]
You may be surprised at how easy it is to make an expensive mistake with your beneficiary designations.
May 2, 2019
You probably know about potential IRA tax traps related to withdrawals, rollovers, and estate planning that can saddle you with penalties and surprise tax bills. Did you know that the type of investments you hold could also hand you a surprise tax bill and potentially ruin your IRA status?
According to a new report from Kaspersky Lab, more than one in 10 people have now used cryptocurrency to make a purchase. As this number continues to grow, so does the importance of understanding the potential tax and estate planning consequences.
March 28, 2019