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What Can I Do Instead of a Stretch IRA?

Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.
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Posted on: March 30, 2022

Cryptocurrency and Estate Planning: What Executors Need to Know

My dad is investing in cryptocurrency! I know nothing about it and, frankly, I am not interested in learning. I think it is a passing fad. When he dies and I am responsible for the distribution of his estate to my siblings, do I need to address the crypto?
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Posted on: March 28, 2022

Can I Add Children’s Names to my House Deed?

It’s true that if your child is on your deed as a joint tenant on your home, your home will not have to go through probate if your child survives you. At your death, your surviving child would immediately become the sole owner of your home without probate and with minimal transfer costs.
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Posted on: March 25, 2022

Can Grandchildren Receive Inheritances?

Children and grandchildren motivate us to think about a will and life insurance. However, it is problematic to name minor children as beneficiaries.
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Posted on: March 23, 2022

Do You Have to Pay Taxes on Inherited IRAs?

Tax rules on individual retirement accounts (IRAs) are different for inherited IRAs. Some differences are positive.
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Posted on: March 21, 2022

Are Millennials Estate Planning?

As the coronavirus pandemic increased anxiety and upended many lives, it led U.S. millennials to get more serious about end-of-life planning.
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Posted on: March 18, 2022

What Does Estate Plan Include?

A will is first. In essence, a will spells out who will get your stuff, in what proportions they will get it and in some instances at least, upon what conditions.
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Posted on: March 16, 2022

Can Estate Planning Reduce Taxes?

Once more hesitant to plan ahead, clients in today’s environment are much more proactive and willing to take action in the near term, rather than waiting and risking having to pay higher taxes down the line.
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Posted on: March 14, 2022

How Do I Set Up an Estate Plan to Help Grandchild with Special Needs?

Estate planning is not a requirement. No one can force you to make your will, create a power of attorney or to own your property in a way to avoid probate. As a result, people too often let common estate planning excuses stand in their way.
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Posted on: March 11, 2022
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Bernard Law P.C. Estate Planning and Administration
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