Year End Estate Planning Tip #4 – Estate Plan Privacy
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. ...
Year End Estate Planning Tip #3 – Check Your Disability Planning
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. ...
U.S. Supreme Court Rules Inherited IRAs are Not Protected from Creditors
On June 12, 2014, the U.S. Supreme Court—in a unanimous decision—ruled that Individual Retirement Accounts (IRAs) inherited by anyone other than a spouse are not retirement funds and therefore are ...
How to Make a Family Meeting a Successful Part of the Estate Planning Process
You have made the hard decisions, your documents are signed, your trust is funded, a business succession plan is in place. Congratulations, you have finished your estate planning. But have ...
Happy Thanksgiving
Did you know? According to the Guinness Book of World Records, the largest pumpkin pie ever baked weighed 2,020 pounds and measured just over 12 feet long. It included 900 pounds ...
Year End Estate Planning Tip #2 – Beneficiary Designations
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. ...
Year End Estate Planning Tip #1 – Check Your Estate Tax Planning
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. ...
Happy Veterans’ Day
Did You Know? On the 11th hour of the 11th day of the 11th month of 1918, a temporary cessation of hostilities, or armistice, was declared between the Allied nations ...
Why Does a Living Trust Cost More than a Will?
It will probably cost more initially to set up a well-drafted living trust than to have a will prepared. A true cost comparison should include not only the expense to ...
Long Term Care Planning, Part 2
Your Funding Options The first part of planning for long-term care is realizing that, a) most of us will need this kind of care for at least some time before ...