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Author: William Kirk

The CARES Act and Your Required Minimum Distribution (RMD)

These are trying times for the American people due to issues such as the public health crisis, unemployment and increased market volatility. The federal government has passed the CARES (Coronavirus Aid, Relief and Economic Security) Act to reduce some financial stress during this pandemic. This act reallocated $2 trillion to battle the effects of COVID-19 through various means. It is imperative to stay informed on the options that are provided to you by the government…
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Do I Need a Trust? Trust Me, Your Parents Don’t…

Top Reasons People Tell You to Get a Trust 1. To avoid probate. Oh no… probate… the last word anyone wants to hear when settling the estate of a deceased loved one. When mourning a friend or family member, visits to the courthouse to handle stacks of paperwork is the last thing a grieving beneficiary wants. The first thing you will probably hear when you ask how to avoid probate is… ‘open a Trust!’ It’s…
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What Happens to My IRA When I Die? – What Parents Should Know

When a parent dies there are many things to manage, and taking care of the finances can often be the most dreaded. From funeral preparation to paying off any debts, every added task can feel overwhelming.  A parent with all accounts titled correctly or set up in a trust makes the transfer of accounts simple, quick, and inexpensive, easing the burden on their grieving children. While proper titling is helpful, and the transfer of these…
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