by Rebekah Ellis | Oct 27, 2017 | Articles, Resources
Current tax law specifies that once you reach age 70½ you must begin making taxable withdrawals from traditional IRAs and many other retirement plans. These minimum distributions are calculated annually based on your age, the account balance at the end of the previous...
by Rebekah Ellis | Oct 13, 2017 | Articles
In her will, American businesswoman Leona Helmsley left $12 million in a trust fund to her dog Trouble. Her four executors were responsible for seeing that her wishes were carried out. In the years after her death, they dealt with challenges from two disinherited...
by Rebekah Ellis | Oct 6, 2017 | Articles
by Rebekah Ellis | Sep 22, 2017 | Articles
Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work, giving yourself your best, “You can make it!” pep talk,...
