Blog Category
Estate/Trust
Turning Down an Inheritance
It's not enough to put together an estate plan for your immediate family. You should also consider any inheritances you might…
Estate Planning for Singles: Current Rules May Dictate Changes
Legislation enacted a few years ago made permanent changes to the federal estate and gift tax rules. Specifically, here are the…
When a Spouse Inherits an IRA
Spouses have the most flexibility when inheriting individual retirement accounts (IRAs). The basic rules are: The spouse may…
The Importance of a Living Will
Years ago, there was a legal battle over a woman named Terri Schiavo that points out the need for people to prepare living wills that help…
Name an Understudy for Yourself with a Power of Attorney
Few images are as scary as imagining yourself incapacitated. Still, you should consider the possibility that in your absence, someone…
Roth IRAs: A Great Estate Planning Vehicle
Roth IRAs are a great tax saving vehicle. The reason: Investments held in a Roth IRA are allowed to build up…
Should You Serve as Executor?
When someone asks you to serve as executor of his or her estate, it is generally meant as a compliment that he or she trusts you to…
What Will Happen to a Special Needs Child if You Don’t Have a Solid Estate Plan?
Estate planning is always important — but it takes on even greater importance if you have a special needs child who is not…
Picking a Guardian for Your Children
If you have minor children, you've probably had a "plane crash" nightmare: You and your spouse are on an airliner, when it suddenly…
Why You Need a Durable Power of Attorney For Finances
Incapacitation is a possibility for people as they grow older. A durable power of attorney assigned to a trustworthy and responsible…
Disclaimer: The information contained in Dulin, Ward & DeWald’s blog is provided for general educational purposes only and should not be construed as financial or legal advice on any subject matter. Before taking any action based on this information, we strongly encourage you to consult competent legal, accounting or other professional advice about your specific situation. Questions on blog posts may be submitted to your DWD representative.