In the News: Age Not Only Asset Allocation Factor
There is no standard rule to asset allocation that is right for everyone. We explain in today’s Marietta Daily Journal.
Donor-Advised Funds and Family Foundations for Charitable Giving
Our experts discuss the difference between a donor-advised fund and a family foundation for families who want to establish a legacy of charitable giving.
Accidentally Disinheriting Heirs
By failing to make our update your Will, you may be accidentally disinheriting your heirs. Learn more in this Financial Tip.
Income In Respect of a Decedent
Income in respect of a decedent is taxed on the estate’s income tax return, or passed through to the beneficiary, to be taxed on the beneficiary’s income tax return.
Trusts: Providing for Family and Donations
A way to provide for your family and help a non-profit organization is to establish a charitable trust. We explain in today’s Marietta Daily Journal. Read the Article
What if You Lived?
If you are incapacitated, who has the authority to access your financial accounts or make health care decisions on your behalf?
What is Vesting?
The hosts of “Money Talks,” address a question on vesting. They cover different vesting options companies can offer and what vesting means to you as an employee.
The Use of Trusts as a Beneficiary for Your Retirement Accounts
A common trend among investors is naming a trust as the beneficiary of their IRAs and then naming their non-spouse heir as beneficiary of the trust.
Designations for Special-Needs Heirs
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the intricacies of estate planning if you have special-needs heirs. Read the Article
Naming a Trust as Your IRA Beneficiary
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains using a trust as a beneficiary for your IRA. Read the Article