Title on a new bank account?

/ By: Dennis D. Duffy

Category: Estate Planning

Client asked: We are opening a new account. What information do we need to take with us to get the account opened in the name of our Revocable Living Trust? Take a copy of the...

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Recent Roth IRA articles

/ By: Dennis D. Duffy

Category: Retirement Planning

A couple great recent articles about Roth IRA planning from the Wall Street Journal. Leave a Roth IRA to Kiddies Almost as important is the question of whether you should convert to a Roth. Reasons...

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We hope you enjoy our blog!

/ By: Dennis D. Duffy

Category: Estate Planning

This is the our first blog entry. Our goal is to provide another way to provide timely information about estate and financial matters so that we can live up to our goal to “Help Families...

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