Month: January 2021
January 22, 2021
You Inherited a Retirement Account: Now What?
For decades, common financial planning wisdom has encouraged almost all American workers to maximize their contributions to qualified retirement accounts. Indeed, doing…
January 15, 2021
Severing Joint Ownership of Property
One of the most common forms of property ownership in the United States is joint tenancy with rights of survivorship (JTWROS or…
January 8, 2021
My Loved One Has Died: As an Heir or Beneficiary, Do I Need an Attorney?
You just found out that your favorite aunt, Aunt Melba, has died. In the midst of your grief and sadness, you receive…