Roth IRAs and your estate planning

Roth IRAs and Your Estate Planning

Most people have at least a general understanding of Roth IRAs, but may not really understand how they might affect estate planning. Let’s see if we can clear up some of the questions and the most common confusion we see. First, what are Roth IRAs? William “Bill” Roth was a Republican U.S. Senator from Delaware…

Making changes to your estate plan

Making Changes to Your Estate Plan

Are you thinking about making changes to your estate plan? If you’re already our client, or you are in Southern Arizona, we’d like to help. But we have some advice for you in any case. In this podcast episode, we discuss some of the common mistakes we see people make. Changing your estate plan isn’t…

I hate my trust!

I Hate My Trust

Clients sometimes tell us: “I hate my trust.” What they usually mean, of course, is that they don’t understand it. Or perhaps they think they paid too much to set it up. Sometimes clients believe they no longer need a trust. So should they revoke the trust and start over? Usually the answer is “no.”…