Estate Planning: What Does “Per Stirpes” Mean?
By Jack Owen, Jr. Esquire, CPA, Estate Planning Attorney and CPA, and Craig Kirsner, MBA, President of Stuart Estate Planning Wealth Advisors This old Latin term means keeping your assets […]
Estate Planning
Estate Planning: Is a Will Enough?
By Jack Owen, Jr. Esquire, CPA, Estate Planning Attorney and CPA, and Craig Kirsner, MBA, President of Stuart Estate Planning Wealth Advisors You may think that creating a will is
What Is Probate and Why Should You Endeavor to Avoid It?
The probate process can last for more than a year and can be expensive. By planning ahead, you can ensure that your estate won’t enter probate after your death. If
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Stock Market Storm Trackers Have Their Eyes on the Skies
The conditions are looking increasingly favorable for a hurricane of a stock market correction to form. Luckily, like with most hurricanes, investors have time to prepare. Plotting the course of
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7 Ways the Recent Tax Reform Could Affect Your Retirement Investments
7 ways the Tax Cuts and Jobs Act could impact retired investors A great deal has changed under the recent Tax Cuts and Jobs Act. Many changes may be for
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