define retirement plan

How Do You Define Retirement Plan?

/ By: Gerald M. Dorn, Estate Planning Attorney

Category: Retirement Planning

While most people know that retirement planning is important, many do not have a good idea of what a retirement plan actually is.  A comprehensive retirement plan is essential if your goal is to retire...

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Roth IRA benefits

Roth IRA Benefits You May Not Have Considered

/ By: Gerald M. Dorn, Estate Planning Attorney

Category: Retirement Planning

Traditional IRAs and retirement plans sponsored by employers are great retirement investment tools. While there are benefits associated with these types of retirement accounts, Roth IRA benefits should also be considered before determining which type of...

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taxes on inheritance

Planning for Taxes on Inheritance

/ By: Gerald M. Dorn, Estate Planning Attorney

Category: Estate Planning

Taxes on inheritance are imposed on property received from someone else’s estate after their death.  The federal government does not impose an inheritance tax.  Instead, inheritance taxes are imposed at the state level only. But,...

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intestate

What does it Mean to Die Intestate?

/ By: Luke W. Welmerink, Attorney

Category: Estate Planning, Probate

You may have heard the term “intestate” or “intestacy” before, but wondered what it means. As your estate planning attorney can explain, the term “intestate” simply means dying without a will. So, intestate succession refers...

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what to include in a pet plan

Pet Trusts

/ By: Gerald M. Dorn, Estate Planning Attorney

Category: Estate Planning, Pet Planning

If you are one of the millions of Americans who considers a beloved pet to be part of the family, then you undoubtedly worry about what will happen to your pet when you are no...

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pour over will

Why Do I Need a Pour Over Will?

/ By: Luke W. Welmerink, Attorney

Category: Estate Planning, Probate

If one of your goals in estate planning is to avoid probate through a revocable living trust, you should also have a “pour over” will.  Pour over wills allow certain property that passes through your will...

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