In this edition:
Valentine’s is almost here. And that means love is in the air. If you really love someone, here’s something you probably aren’t thinking about, but could be life changing for them.
Fixing an IRA Beneficiary Mistake
In this edition: One of our clients recently inherited their father’s IRA account. They were listed as the sole beneficiary, so everything should be okay, right? Wrong! Dad had 4 children and really intended for each of them to inherit an equal share of his IRA money. But now he’s passed away and can’t change who the beneficiaries are. Find … Read More