Tag Archives: spouse

  • Beneficiaries

    I’m sure most of you are glad the tax filing deadline has come and gone, although I suspect there are plenty of you that have postponed the inevitable with an extension.  Either way, just getting through the April deadline seems to remove much of the anxiety surrounding taxes in general and can allow us to […]

  • ESTATE PLANNING—Part 2: Taxes

    Last month’s blog piece, was the first installment in a three-part series on estate planning. Estate planning is the “most overlooked, misunderstood and procrastinated piece” of the financial plan for most families, when it really shouldn’t be. Putting together a good estate plan is relatively straight-forward, especially with the help of an experienced attorney, and […]

  • Who is the beneficiary of your 401k or IRA?

    This oversight could cost your loved ones dearly. Something seemingly so easy as to declare the beneficiary of your 401k has caused heartache for many unsuspecting heirs, who are unintentionally left with nothing. Take the case of Ben Langford, who worked at a privately owned company for 25 years.  He named his wife of 38 […]