Ask the Experts: How long should I keep my financial records?
The answer depends on the type of financial record. Here’s a general guide:
Tax records — Most financial professionals recommend keeping your tax records for up to seven years. …
Common Types of Trusts
Common Types of Trusts
Whether you’re seeking to control how your assets are distributed after your death, avoid probate, plan for incapacity, minimize transfer taxes, or protect assets from potential creditors, trusts can help you accomplish many estate planning goals. …
Money for Your Life: Determining Your Life Insurance Need
Money for Your Life: Determining Your Life Insurance Need
Life is priceless. But if you’re purchasing life insurance, a financial value needs to be assigned to it. How do you determine how much your life is worth in dollars to …
New and Improved Staff
New and Improved Staff
We are pleased to announce two great additions to our staff: Colleen O’Hara, Paralegal; and Debra Garza, Trusts and Estates Administrator. With the recent addition of these accomplished professionals, we have greatly enhanced our ability to …
Ask the Experts: How do I undo my 2006 Roth IRA conversion?
Ask the Experts: How do I undo my 2006 Roth IRA conversion?
So you converted your traditional IRA to a Roth IRA in 2006, and now you’ve determined that the conversion no longer makes good tax sense, or that you …
Ask the Experts: Is it too late to make an IRA contribution for 2006?
Ask the Experts: Is it too late to make an IRA contribution for 2006?
You can make an IRA contribution for 2006 at any time up until the due date for filing your federal income tax return for the year. …
Look at What’s New for 2007
Look at What’s New for 2007
Every new year offers some surprises, and 2007 is no exception. Here’s a look at some of the changes—big and small—that may affect your finances this year.
Medicare Part B premiums tied to income…
Ask the Experts: How does an UGMA/UTMA custodial account compare to a 529 plan when saving for college?
Ask the Experts: How does an UGMA/UTMA custodial account compare to a 529 plan when saving for college?
Both an UGMA/UTMA custodial account and a 529 plan can be used to save for college. But after comparing a few key …
Ask the Experts: How does an UGMA/UTMA custodial account work?
Ask the Experts: How does an UGMA/UTMA custodial account work?
An UGMA/UTMA custodial account is a special type of account that allows a minor child to legally hold money or other property, such as stock or real estate, that the …
Is an Ethical Will Right for You?
Is an Ethical Will Right for You?
Documents known as last will and testaments have been around for centuries. The purpose of a last will and testament is to set out what you want to have happen to your possessions …
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