“Family issues over the estate of the late Veronica Shoemaker have been settled. Her daughter, Mattie Young, will continue to run the florist shop that
Blog
Playing with Fire? Having an Annuity in Your Traditional IRA
“If your IRA holds an annuity, you may or may not have to include its value when figuring your required minimum distribution.”
You’ve got a Will. That’s great… Now, where is it?
“Many Americans die without telling their family members where to find their wills or how their estates will be divided and why, according to a
How to Build, Protect and Enhance Your Wealth throughout Your Life
“Save early and often. The sooner you start to save, the easier it will be to amass a comfortable nest egg -- thanks to the
Who’s Living Longer?
“Age 100 is now a possible goal for young people around the world with good health care.”
How to Sell Jointly Owned Stock after Your Spouse Passes Away
“How you will be taxed, depends on the state in which you reside.”
Learn More about Deferred Charitable Gift Annuities
“For those who would like to leave a legacy and include a gift to charity in their estate plan, a Deferred Charitable Gift Annuity is
How is Life Insurance Taxed in an Estate?
“Life insurance can pass to your heirs free of tax, if you name the right beneficiary.”
Don’t Wait until It’s Too Late to Estate Plan
“Many people don’t see the importance of estate planning, until they have been forced to deal with the adverse effects of not being prepared for
A Look at Target-Date Funds as You near Retirement
“They may not make sense once you're past the target date.”
COMMUNITY PRESENTATION – CALL TO RESERVE A SEAT!
A free workshop, entitled 3 Easy Steps, will be presented by Attorney Bellomo on May 5. The focus of the seminar will be estate planning