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  1. Blog
  2. 2019
  3. January

Posts in January, 2019

  • Discussing a Document
    Jan 25 How Do I Include Retirement Accounts in Estate Planning?

    While most estate planning focuses on the physical property, like your home, and liquid assets, such as investment accounts, ...

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  • Discussing a Document
    Jan 24 How Do I Handle an Inherited IRA?

    With an inherited IRA, in many cases, the parent is the original beneficiary and the children are the successor beneficiaries. ...

    View Article
  • Doctor Talking to a Patient
    Jan 22 How Can I Protect a Loved One From Elder Abuse?

    The (Lorain OH) Morning Journal’s recent article, “How to protect elder loved ones from abuse,” reports that the National Center ...

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  • Discussing a Document
    Jan 15 Estate Planning Review for 2019

    Your estate plan has a big impact on your finances and should be considered as important as your investment portfolio, says Wealth ...

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  • Discussing a Document
    Jan 07 How Can I Simplify the Probate Process for My Family? Beneficiary Designations

    Many investments allow an investor to name a beneficiary of the asset upon death. The proper use of these beneficiary designations ...

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