Joseph R. Marion, III, Esq Newsletter for [date]
Here Are Your Estate Planning Articles for Tuesday, March 29, 2022. I hope you find value in these educational articles. Regards, Joe
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What to Do With an Inherited IRA

If you've inherited an individual retirement account, you need to learn the complex rules that govern how you must handle it. Click through to learn how to avoid making decisions that can result in very expensive consequences.

Consider These Tips for Early Retirement

Contributing to your workplace retirement plan, avoiding withdrawals, paying off debts, and setting up multiple sources of income are four ways to retire sooner. Click through for more ideas on how to put your work life behind you at a younger age.

What It Means To Die Intestate

Are you settling an estate for someone who didn't leave a will? This can lead to problems, but they're not insurmountable. Click through to become familiar with intestate succession laws that control who inherits property if no will exists.

What to Know About Incorporation and Taxation

Are you considering incorporating or forming an LLC? What are the practical and financial implications for you and your heirs? Click through to learn the advantages of moving beyond a sole proprietorship.

Joseph R. Marion III
Joseph R. Marion III
Whelan Corrente & Flanders LLP
(401) 270-4500
106 Clock Tower Square
Portsmouth, RI 02874
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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
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