What Happens? 

We’ve been asked a few questions regarding what happens to those portions of your estate that aren’t treated consistently with what you say in your will.  Many people assume wills and trusts are the pillars of a perfect estate plan. However, asset titling–the way you own an asset–is just as critical. Conflict instructions can create unintended consequences for your heirs, and results that may not be the ones you wanted.  If you state in your will that you want your home to be given to, for example, your children from a previous marriage, but the property is titled with your

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Roth IRA Vs Traditional IRA

Having just taken a look at your traditional IRA, you may be wondering if the time is now to convert it to a Roth IRA.  Choosing between a Roth and a traditional IRA requires you to estimate what your tax situation will be when you start drawing from the account. This analysis is different from person to person, and there is not a right or wrong answer necessarily.  For some, the immediate tax break of the traditional IRA might make that type of account more appealing; for others, the prospect of tax-free income in retirement makes the Roth the clear

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