A Health Savings Account (HSA) can positively affect your estate plan. How? In addition to serving as a viable option to reduce health care costs, an HSA’s funds grow on a tax-deferred basis. In fact, an HSA is similar to a...more
1/23/2025
/ 401k ,
Beneficiaries ,
Employee Benefits ,
Estate Planning ,
HDHP ,
Health Savings Accounts ,
Individual Retirement Account (IRA) ,
Internal Revenue Code (IRC) ,
Retirement Plan ,
Tax Liability ,
Tax Planning ,
Tax Returns ,
Trusts
Are you creating or updating your estate plan? Primarily, you need a will that divides up your assets among beneficiaries. Then you can complement it with other documents, such as financial and health care powers of attorney...more
11/21/2024
/ Beneficiaries ,
Digital Assets ,
Division of Assets ,
Documentation ,
Estate Planning ,
Funerals ,
Investment ,
IRS ,
Power of Attorney ,
Retirement Plan ,
Trusts ,
Wills