beneficiary

How to Keep Assets Safe for Heirs

The notion of estate planning can seem overwhelming, but creating a plan is vital to ensuring your money and assets go to your intended heirs without getting hit with maximum taxes. Read on for tips to keep your estate safe for intended heirs. Draft a Will Creating a...

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How To Handle An Inherited IRA

When a loved one dies, one of the last things on your mind is their IRA you’ve inherited, but as the beneficiary you’ll eventually have to decide how to handle it. The IRS rules for distribution of inherited IRA funds are different depending on several circumstances. Here’s what you need to know.  Spousal Beneficiary A […]

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