Joan Rivers Can Help With Difficult End-Of-Life Conversations

Our mortality is often very difficult for us to discuss even with the people who need to know our wishes the most.   Too often I see clients who think that estate planning means they are just dealing with who gets their stuff when they die.  Who gets what when is just...

When Bad Things Happen To Good People With IRAs

In today’s world, many people accumulate the vast majority of their wealth in an IRA.  This is not a bad thing.  However, there are some very important rules you need to understand about how IRAs work for estate planning purposes to ensure that not only the people you...