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Category: Estate Planning
Power of attorney is an important part of a comprehensive estate plan. Unfortunately, it is too often overlooked. Learn more about the benefits of having a power of attorney in place. https://www.americanbar.org/groups/real_property_trust_estate/resources/estate_planning/power_of_attorney/
A Roth IRA can be more than a retirement savings account; it can be used to grow money that can be passed to your heirs tax-free. https://www.elderlawanswers.com/using-a-roth-ira-as-an-estate-planning-tool-18743
Everyone can benefit from having an estate plan in place. An attorney can ensure your loved ones and assets are protected. https://www.nerdwallet.com/article/investing/estate-planning
Planning carefully now ensures you will have a say in what happens to your financial assets once you’ve passed.