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A Roth conversion is the process of moving money from a traditional IRA or other pretax retirement account into a Roth IRA, where you pay taxes now in exchange for tax-free withdrawals in retirement.…
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We wanted to announce some exciting news over the weekend. On Saturday, September 27th, the Richmond Times-Dispatch released the results of their 2025 Best of Richmond Awards as voted by their…
Read ArticleThe noblest search is the search for excellence.” – Lyndon Johnson You may have established an estate plan in the past, or you may not have gotten around to it, but it is critical that you ALWAYS…
Read ArticleOver 50% of adults do NOT have a will or other estate planning instruments in place to protect themselves and their family. And, perhaps even worse, over 69% of parents have not yet named legal…
Read ArticleThis week, I’d like to give you some examples of why it’s so important to be prepared–for the sake of your family’s future. You see, when it comes to transferring real wealth to children, many…
Read ArticleSince this is a subject which often comes up in our offices, I thought I’d put together some of our best answers on the subject, for your reference. These are the most important considerations for…
Read ArticleMany well meaning families think that estate plans are for someone else, not them. (Our clients hopefully know different.) They may rationalize that they are too young or don’t have enough money to…
Read Article“Failing to plan is planning to fail.” – Effie Jones When a person with assets over $100,000 passes away, their assets will be handled in one of three ways: (1) if they had no will, their assets will…
Read Article“If we wait until we’re ready, we’ll be waiting for the rest of our lives.” – Lemony Snicket Parenting is more than reading to your children or getting them to eat their vegetables. It’s also about…
Read Article“You cannot drive your car looking at the rear view mirror. Focus on going forward.” – Steve Harvey Depending on your perspective, this can feel like a double-whammy. Certainly, as with children,…
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