What was a stretch IRA? Prior to January 1, 2020 rules allowed an IRA account holder to name a spouse as primary beneficiary and children as the contingent beneficiary. After the account owner’s death, the spouse and then the children could take distributions over their respective life … [Read more...] about Say Goodbye to the Stretch IRA
Appointing A Guardian For An Incapacitated Loved One In Glenview, IL
The ability to care for one’s self is something most people take for granted, until they’re no longer able to do so. Some may not realize they need help, or do and don’t ask for it. You may have a relative who is getting on in years and doesn’t realize they’re in need of assistance. They may … [Read more...] about Appointing A Guardian For An Incapacitated Loved One In Glenview, IL
Reasons to Amend a Living Trust in Glenview, IL
During the course of your estate planning, setting up a living trust (or two) may be an integral part of your overall plan. It’s a relatively safe, easy way to cover asset distribution without the time and expense of probate court for your family and beneficiaries. Plus, you keep your property while … [Read more...] about Reasons to Amend a Living Trust in Glenview, IL
