The COVID-19 pandemic has led to volatile markets, and your retirement account may have a much smaller balance than only a few short months ago. In response to the economic fallout stemming from the pandemic, Congress passed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), which was signed into law on March 27,…

Assets such as life insurance, annuities, pension plans, 401ks and IRAs have beneficiary designation forms as part of the set-up process. ACTEC Fellows Frank T. Adams and Richard R. Gans dig into the complexities around beneficiary designations so that viewers understand the essential facts.

Established by Congress in 2008, Estate Planning Awareness Week is observed annually during the third week in October to recognize the need, importance, and benefits of estate planning. Estate Planning Awareness Week is a great reminder not only to make sure your own estate plan is up to date, but also to talk to your…

You just got married or had a child and decide it’s time to make an estate plan. Where do you start? What do you need? Should you just draft a will and be finished? Wills are important, but there is much more to an estate plan. Read on to learn about six important components you…

IRA beneficiary designations can be confusing. Learn the essentials of naming IRA beneficiaries from trust and estate experts and ACTEC Fellows Stacy E. Singer and Svetlana V. Bekman. Understand the fundamentals of IRAs and naming IRA beneficiaries such as how to name a spouse, children, a trust, unborn children or charities as beneficiaries in this…

© 2007-2020 Squillace & Associates, P.C. All rights reserved. Read our Disclaimer.