Articles & Resources

From the Library of Hardie Alcozer

At a glance

Our blog is an educational resource covering estate planning, probate, guardianship, and fiduciary litigation topics. We share practical, actionable guidance to help you better understand your options and make informed decisions. Because every situation is unique, these posts are meant to inform — not replace personalized legal advice. If you’d like help applying this information to your specific circumstances, we invite you to contact the firm for a consultation. Topics include everything from tax considerations and powers of attorney to mediation options and dispute resolution.

06/28/24

Creating a Roth IRA for Your Teen

Creating a Roth IRA for your teen can be a valuable way to provide for them while maximizing the annual gift tax exclusion and reducing the size of your taxable estate. While Roth IRAs are generally known for their retirement saving benefits, they can also be a great vehicle for saving for college, a down payment on a home, emergency funds, or the birth of a child—all tax free!

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“I recommend them most highly! Everyone I have worked with there has been skillful, professional, approachable, punctual, and organized. I worked with them with my wife’s will shortly before she died, and they really went out of their way to make the process as painless as possible. Because of this, I retained them to help with the probate process after my wife died. Hardie Alcozer breaks all the stereotypes of lawyers not being good and caring people.”

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"Hardie Alcozer breaks all the stereotypes of lawyers not being good and caring people"

“I recommend them most highly! Everyone I have worked with there has been skillful, professional, approachable, punctual, and organized. I worked with them with my wife’s will shortly before she died, and they really went out of their way to make the process as painless as possible. Because of this, I retained them to help with the probate process after my wife died. Hardie Alcozer breaks all the stereotypes of lawyers not being good and caring people.”

-Rick P.