by Becca Mack | May 8, 2023 | Blog, Estate Planning, Retirement Income, Retirement Planning
You may know plenty about the differences between traditional IRAs and Roth IRAs, as well as the risks to your IRAs in this market, but what happens to an IRA (or other retirement account) that still has money in it when its owner passes away? You may think that the... by Walter Storholt | May 4, 2023 | Business Owners, Estate Planning, Financial Planning, Podcast
The Key Points: We are back with Joel Cavanaugh, partner at Hanna Rasnick Evanchan Palmisano Hobson & Fox LLC, for this episode. Joel handles a wide array of cases in estate planning and has a wealth of knowledge to share with us today. In part one of this... by Walter Storholt | Apr 20, 2023 | Business Owners, Estate Planning, Financial Planning, Podcast
The Key Points: Today we are glad to welcome Joel Cavanaugh to the podcast. Joel is a partner at Hanna Rasnick Evanchan Palmisano Hobson & Fox LLC and handles a wide array of cases in estate planning. In this two-part episode, Joel will discuss his journey as an...
by Becca Mack | Feb 10, 2023 | Blog, Estate Planning
When it comes to passing on your wealth to your family, it is important to know the best ways to manage the process. An estimated 90% of wealthy families lose their wealth by the third generation, so if you are planning on leaving behind assets to your family, knowing...
by Becca Mack | Dec 29, 2022 | Blog, Estate Planning
The desire to leave a legacy has an altruistic quality to it in that it is a gift to the future, the benefit of which you may never witness, nor ever feel the true extent of its appreciation by others. However, creating your legacy does not happen overnight, and it...
by Becca Mack | Sep 12, 2022 | Blog, Estate Planning
Planning for after your passing can be difficult. But creating a plan for what happens to your estate is highly important for your family and your legacy. If left unattended, your estate can potentially be caught up in arduous court processes and cause disputes...