Many investments allow an investor to name a beneficiary of the asset upon death. The proper use of this benefit can make a person’s estate plan much more efficient, says ...
The idea behind Roth IRAs sounds almost too good to be true – pay taxes on contributions now, while your tax bracket may be lower, and avoid taxes on capital ...
Part of any estate plan is weighing options for investment of assets through the lens of passing them to others. After all, a will or a trust is essentially a ...
“Bringing up the ‘P’ word before you marry may be awkward. However, you can always tell your intended, ‘My lawyer made me do it.’” Many people think that prenups (prenuptial ...
“Being left out of a will, is not a situation most people want to be in. However, sometimes when a will comes to light, its contents are unexpected. They can ...
“If you have not executed a medical directive, I strongly recommend doing so. If you do have a living will, I suggest you review your document periodically to be sure ...
An estate plan fills four specific roles that otherwise cause confusion and even litigation after a person’s death: 1. It designates an agent to make business decisions and handle the ...
“It is hard to comprehend how someone loses everything in an instant, but it could happen to anyone at any time.” There’s been a lot of news of disasters this ...
“You may have an aging parent with a few memory problems. Your parent may seem to be slipping in a few areas of life but seems OK with everything else.” ...
“Here are five things you should be doing for success, as you enter the retirement red zone.” Investopedia’s recent article, “5 Things to Do 10 Years from Retirement,” explains that ...
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“Fiona is personable and presented hard to talk about Estate Planning, Trusts, Wills in a clear and understandable manner. She is well-informed and recommended highly by my husband and I. Her staff is just as personable and well versed in the Estate, Trusts, Will’s areas of law.”
"Fiona is professional and highly knowledgeable, but what sets her apart is her her ability to explain complex legal details in an easy to understand manner. She is friendly and patiently answered our many questions thoroughly. Her staff is equally friendly and responsive. And they accomplished all of this under virtual conditions! Very pleased with our experience."
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