Preservation | Family Wealth Protection & Planning


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Posts from July 2016.
By Elizabeth Pack on July 26, 2016 at 2:52 PM

Many people do not realize the importance of correctly designating the beneficiaries of their retirement accounts (IRAs, 401(k) plans, etc.). Because retirement accounts are funded with pretax dollars, there can be significant tax consequences when required minimum distributions are taken, depending on the beneficiary named.

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By Betty Schaefer on July 12, 2016 at 9:49 AM

If you are one of the countless parents sending a child to college this year, you have a lot on your mind. Packing clothes, buying dorm room accessories and learning how to do laundry are probably only a few of the items on your child’s college checklist. Odds are that signing estate planning documents is not near the top of that list, but it should be. 

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