Estate Settlement Process

Estate Settlement Process

Business First article by Braden Lammers It could be millions of dollars or a grandma’s photo album. But to heirs, the photo album often means more than the money. That’s according to officials with Hilliard Lyons LLC’s trust company operation in Louisville. “The...

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How to Make a Million After Age 70

How to Make a Million After Age 70

Bankrate.com article by Chris Kissell Just about all of us imagine the thrill of getting rich someday. There is an almost universal appeal to the notion of having enough money to sit on a beach and sip tropical drinks, or to travel the world while leisurely crossing...

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Lost or Forgotten 401k?

Lost or Forgotten 401k?

If you’re one of the many workers who have quit their jobs at a record-setting rate during the pandemic, you may have forgotten your 401(k) plan along the way. When you quit a job, you can either leave your 401(k) with your old employer, cash it out, roll it over into...

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Qualified Charitable Distributions

What is a qualified charitable distribution? Generally, a qualified charitable distribution is an otherwise taxable distribution from an IRA (other than an ongoing SEP or SIMPLE IRA) owned by an individual who is age 70½ or over that is paid directly from the IRA to a...

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