Our Estate Planning Blog

Dissolving the Mystery of Probate

Probate is not always an efficient process. However, it is the way to properly dispose of an individual’s property after they have died. It gives the necessary stamp of approval that the will is legitimate, and the executor has been confirmed.

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How Can I Minimize the Taxes on My 401(k) Withdrawals?

You’ve invested in a 401(k), made contributions for decades and finally are ready to withdraw–or take distributions, in retirement-plan speak. However, you now have to pay taxes on what you take out, effectively reducing your nest egg. What to do? Here are several ways to minimize taxes on withdrawals.

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What’s a Death Tax?

Sometimes people confuse the estate tax with an income tax, but it is not a tax on income. It is a transfer tax imposed on the wealthy at death.

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