At least one beneficiary needs to be picked for every IRA. I recently made an IRA transfer from one trustee to another one. I was searching for an extra 0.1 percent return. I might just say that interest rates banks are paying aren’t good. (The real way I
Proper Preparation Lessens Stress Proper preparation is important is all aspects of life. Last Friday when Lee and I came to work the secretary told us she had bad news for us. She had tried to print our newsletter and the printer would only print the graphics,
Two weeks ago, I went to visit my parents. Dad had surgery pending, and I wanted to let him know I cared. Dad was excited to take me downstairs and show me his estate planning before we visited. I knew his will and trusts were in shape
Commingling of funds occurs when you mingle business funds with personal funds. Bernie Madoff’s wife Ruth is still living a life of luxury even though Bernie has been sent to jail for 150 years. While she will probably not spend time in a cell, there is a
