What to Expect When You’re Inheriting

By: Linda Amato

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Most of us have daydreamed about inheriting money, but the reality of inheriting often doesn't match our dreams. In the real world, an inheritance can bring with it a number of questions and worries. Here...

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Five Estate Planning Myths

By: Linda Amato

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Estate planning is on everyone's "should do" list, but it rarely seems to make it to the top of the "to do" list. Perhaps this is because of all the myths surrounding the estate planning...

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Does a Roth Make Sense for You?

By: Linda Amato

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Choosing between a traditional IRA and a Roth IRA can have significant tax and estate planning consequences. Whether a Roth is the right option depends on a number of factors, including an account owner's current...

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Getting Value Out of Giving with Charitable Trust

By: Linda Amato

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You've heard the maxim, "It's better to give than to receive." Americans take this aphorism to heart, especially as it relates to contributions to charity. Did you know that our tax laws actually encourage charitable...

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Leaving a Ranching Legacy

By: Linda Amato

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Ranch life comes with its own particular challenges and rewards. Therefore, ranch families have even more need for professional advice than other families when it comes to finding the most effective means of passing on...

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Choose Your Estate Planning Practitioner Wisely

By: Linda Amato

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Who should you entrust with planning your estate? Unfortunately, the estate planning industry can be a mixed bag. Along with licensed, qualified attorneys there are unqualified, or even unlicensed, individuals producing cookie-cutter estate plans that...

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