Hunt & Associates P.C.

Jun 12, 2017

Retirement Plans and Estate Planning

RetirementRetirement plans (i.e., pension plans, 401(k) plans, employer established IRA plans, etc.)  account for the majority of assets held by most Americans.  Plans which meet certain legal requirements set forth under the federal ERISA law enjoy favorable tax treatment in order to promote growth and provide a comfortable retirement for the account holder.  For example, the account holder is permitted to defer taking any distributions from his/her retirement account until the calendar year in which … Read more

Jan 31, 2017

What Becomes Of Fido When You Are No Longer There?

OllieWhen most people think of estate planning, I would venture a guess that their thoughts don’t usually include making provision for their pets in the event of their own untimely passing.  That is not surprising given that most of us assume, correctly, that we will outlive our beloved four-legged companions.  However, experience shows that such is not always the case.  So, as you look deeply into the eyes of your faithful and devoted canine/feline, ask … Read more