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Roth Conversions: What You Need to Know Thumbnail

Roth Conversions: What You Need to Know

Converting a tax-deferred retirement account ("pay tax later") to a Roth account ("pay tax now") can work out really well for some investors. But for others, it can be a completely wrong move. How do you know if it's right for you?

A Guide to Dividing Your Estate Unequally Thumbnail

A Guide to Dividing Your Estate Unequally

If you've thought about drafting a will for the first time, or are looking to revise your current will, have you thought about how you're leaving money to your heirs? Are you leavings things equally or equitably? Are you aware of the difference and what legal challenges may occur to your estate at your passing?

4 Areas of Your Estate Plan to Review in Light of COVID-19 Thumbnail

4 Areas of Your Estate Plan to Review in Light of COVID-19

Although COVID-19 related restrictions are beginning to ease, many people continue to help slow the spread by staying home and self-isolating. Many people are taking this time at home to update their estate plans, and if you don’t have one in place, there’s no better time to put it together.