Timothy Sumer

Issues with Joint Ownership | Owning A Property Jointly With Someone Other Than A Spouse Joint Ownership is great for Married Couples, but not so good for anyone else. Attorney Chris Berry discusses several problems with naming someone other than your Spouse jointly to your Assets, in this episode of Daily Wisdom. Castle Wealth Group and Christopher Berry have been helping families with estate planning, elder law, retirement planning , tax planning, and asset protection. It has been their goal to help you keep more of what you worked so hard to earn. Visit our websites to learn more #jointownership... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA Joint ownership of property with someone other than a spouse can often lead to several issues and complexities. While sharing ownership of a property may seem like a practical solutio

In this recording of a webinar originally presented to current clients and professionals, which is now being made available to everyone, Attorneys Julie Steinbacher and Landon Hodges go over in detail some of the changes brought out by the passage of SECURE 2.0, which was signed into law on Dec. 29, 2022. SECURE 2.0 is a continuation of the original SECURE Act, which became law in December 2019. Both pieces of legislation are primarily designed to increase and facilitate access to retirement savings and lower employers' costs of offering and funding retirement plans, but they also have several provisions that could affect individuals' estate planning. Even though most of the SECURE 2.0 provisions aren't effective until 2024 or later, the time to plan is NOW! If you would like to schedule an initial consultation with our firm to begin your estate planning, visit ChatwithSGY.com to book a free introductory information gathering session. Presented by Steinbacher,

Heirs may inherit a variety of assets after the death of a loved one. If the deceased person owned stock in a company, their estate beneficiaries may need help deciding what to do with inherited stock. In this video, Paul Grow (Director of Estate Administration at the Law Offices of Daniel A. Hunt) explains what to do with inherited stock. Check out our blog post on this topic: If you or someone you know has questions about this topic, our office is here to help. Learn more at dhtrustlaw.com. This video is solely for the purpose of education and should not be construed in any way to represent an attorney-client relationship between the Law Offices of Daniel A. Hunt and the viewer.... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA Inheriting stock can be a mixed blessing. On the one hand, it's a valuable asset that could generate in

What to do with my Inherited IRA? #estateplanning #probate #wealth #family #kids #taxhacks #estatetax #realestate #campanilelaw #njestateattorney #divorce #will #newjersey #wills #trusts #nj #inheritance #inheritancetax #executor #IRA I love comments. I create these videos to help people out withe estate planning and I have zero expectations. I love to help people and love to interact. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. -- If you want to talk more about estate planning or probate go to -- If you need estate planning or probate help, send me a message and I will schedule time, at no cost, to discuss your needs with you. David Campanile is the owner of Campanile Law, LLC. He created it with one goal to ensure your legacy is preserved for future generations. You’ll find information here on estate planning, probate, revocable living trus

In this presentation, a recording of a virtual seminar originally held live on Nov. 9, 2022, Attorney Julie Steinbacher and James Lange, CPA, Attorney and Registered Investment Advisor, go into great detail on the topic of Roth IRA conversions, with a special focus and emphasis for parents with children with special needs. With the SECURE Act nearing its three-year anniversary and it having eliminated the old "stretch" IRA, there remains a loophole in the current law for beneficiaries of IRAs that have special needs, so those individuals that may be passing on a Roth IRA to a beneficiary that has special needs will want to take this into consideration when doing their estate planning. To get the free resources from James that are referenced at the end of the presentation, visit: Presented Steinbacher, Goodall & Yurchak We prepare handcrafted estate plans that guide you on your path. OUR SERVICES INCLUDE: Long-Term Care Planning Crisis Planning Es