10 Mistakes People Make When Dying (Part 3 of 3)

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Offered by Dolan & Associates, P.C. Here is the final segment of the top 10 common mistakes people make when they die: Misunderstand Beneficiary Designations. Beneficiary designations are often used in planning but can have unintended consequences if misunderstood. Beneficiary designations override the instructions left in your will or trust. They also do not allow… Read more »

Will Your Plan Destroy Your Family?

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Offered by Dolan & Associates, P.C. Over a 20-year period, The Williams Group interviewed 2,250 families who actually went through the estate transfer process. The study found that 70% of the families lost family harmony and wasted assets in the settlement of the estate. The issue that undermined the successful implementation of the estate was… Read more »

Most Estate Plans Don’t Work!

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Offered by Dolan & Associates, P.C. Most estate plans in America today are simply not producing the results people expect. And it does not make a hill of beans worth of difference whether or not you have a will or a trust! So what is the real scoop about estate planning? Preparation. We need to… Read more »

How to Keep Control as You Age!

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Offered by Dolan & Associates, P.C. As you advance through the golden years, you may start to experience loss of control in your life. You begin to realize that you can’t do everything you did when you were younger, both physically and mentally. Caring for the yard and maintaining the house becomes harder and eventually… Read more »

Why Was the Estate Such a Mess?

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Offered by Dolan & Associates, P.C. Have you ever heard that the administration of someone’s estate was a complete mess? Family members fighting, out-of-control expenses, and it took years to complete. Maybe you’ve even experienced this outcome firsthand. Why is this happening? In many of these estates where there are significant problems, battles, and unnecessary… Read more »

The Wisdom of Thankfulness

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Offered by Dolan & Associates, P.C. The Christmas holiday season is upon us again. Unfortunately this time of year is often filled with stress, worry and over committing ourselves. We will rush out to buy more things for people who already have so many things they can’t even remember what things they wished for and/or… Read more »

IRAs on Death

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Offered by Dolan & Associates, P.C. You may begin withdrawals on your traditional Individual Retirement Account without penalty once you reach age 59½. You must begin taking withdrawals from your traditional IRA by April 15 of the year following the year in which you turn age 70½. How traditional IRAs are handled on death is… Read more »