Will a “Transfer on Death Deed” Work for You?

Recently Utah passed a law that allows you to make a deed to name a beneficiary to receive your Utah real estate at your death.  Since a home is typically the real estate everyone owns, I will discuss your home in this article.  You might be familiar with other assets that pass automatically to named […]

Your IRA Estate Plan

Planning for the treatment of your IRA at your death should include more than filling out the beneficiary form. You should consider ways to leverage your IRA account to even greater wealth by the way you pass it to your spouse or heirs. You can keep more money in the hands of your heirs and […]