For many people, saving for retirement is a chief and ongoing concern. In addition to a 401k, a Roth IRA is among the most common and beneficial financial vehicles used to save for retirement. A Roth IRA provides not only tax-savings benefits, but there are also no...
Month: January 2016
What information should I discuss with my estate planning attorney?
On Behalf of Cushing & Dolan, P.C. | Jan 25, 2016 | Estate Administration & Probate
By now, readers of this blog likely understand the valuable role that an estate planning attorney can play in helping you discover and achieve your estate planning goals. Still, the thought of actually sitting down with an attorney and discussing some of the most...
Important goal in estate planning: reduce estate tax liability
On Behalf of Cushing & Dolan, P.C. | Jan 15, 2016 | Estate Taxes
Putting together a comprehensive estate plan involves a variety of considerations and potential goals. These can include leaving behind property for surviving family members, ensuring sound succession of leadership for a family business, giving to charity, and...
Devising a plan to avoid the probate process
On Behalf of Cushing & Dolan, P.C. | Jan 7, 2016 | Estate Administration & Probate
Even if you're not entirely sure what the process entails, it's likely that you've at least heard the term probate and may even know that it's something that many people take steps to avoid. According to the American Bar Association, probate is "the formal legal...
Why a will probably isn’t enough
On Behalf of Cushing & Dolan, P.C. | Jan 6, 2016 | Wills
When most people think about creating an estate plan they think about drafting a will. A last will and testament is a legal document that is used to establish your wishes and how you want your legacy to be passed down to heirs and beneficiaries after you pass away. A...
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