by atbeaty | Oct 22, 2019 | Estate Planning
Understanding Power of Attorney One of the most powerful documents you can have in your estate documents is the power of attorney (POA). They often say dying is the easy part, because you are gone, and your assets just pass on to your beneficiaries. At the worst, they...
by atbeaty | Jan 24, 2019 | Estate Planning
Inherited IRA – What to do Now Receiving an inheritance is never good under any circumstances. Unfortunately, you just received an inherited IRA and are not sure what the next step should be. Inherited IRAs come at a tough time. We’re here to help you avoid...
by atbeaty | Jan 21, 2019 | Cash Flow Mgmt, Estate Planning
How Much Do I Pay in Gift Tax Most people will gift some money away during their lifetime, usually to a family member. Think of all the grandparents that gift college money or birthday money to a grandchild or great-grandchild. Some people come into money and want to...
