Archive For: Estate Planning

Estate Planning for Your Digital Assets

Social media and email accounts. Creative works, photos and keepsakes kept on home computers, the cloud or external storage drives. E-commerce accounts. Domain names. Bitcoin. These are all examples of digital assets. You will manage them closely as long as you live – but what will happen to them once you die?

Investing in Agreement With Your Beliefs

The case for aligning your portfolio with your outlook & worldview.  Provided by Justin Nabity  Do your investment choices reflect your outlook? Are they in agreement with your values? These questions may seem rather deep when it comes to deciding what to buy or sell, but some great investors have built fortunes by investing according to ... Read More

When a Minor is a Beneficiary

Naming a minor as a beneficiary brings up a major concern. If parents or grandparents make a child a primary or contingent beneficiary of an insurance policy, IRA or investment account, they should be aware that most policies and investments will not directly transfer to a minor. They need to be received by a court-approved ... Read More

A Physician’s Estate Planning Checklist

8 things to check & double-check as you prepare Estate planning is a task that people tend to put off, as any discussion of “the end” tends to be off-putting. However, those who die without their financial affairs in good order risk leaving their heirs some significant problems along with their legacies. No matter what ... Read More

What Beneficiaries Need To Know

What happens when an account owner passes away? What do beneficiaries need to do? Step into a beneficiary’s shoes to learn how to prepare your estate for smoother execution. If your loved ones have invested, saved or insured themselves to any degree, you may be named as a beneficiary to one or more of their ... Read More

Choosing Your Beneficiaries

Who should inherit your IRA or 401(k)? And steps you can take to see that they do. Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k), life insurance policy, or savings account? You may be able to answer such a question quickly and easily. Or you may be ... Read More

Understanding IRA Options for Physicians

The essentials physicians need to know about different types of individual retirement account options It has been more than 35 years since Congress enacted legislation that established the Individual Retirement Account (IRA) as an incentive for individuals to take responsibility for their own retirement security. Since then, billions of dollars have flowed into IRAs held by ... Read More