IRAs and Estate Planning
In 2014, the U.S. Supreme Court’s decision in Clark v. Rameker altered the landscape of estate planning strategies concerning protecting [...]
26
07, 2016
25
07, 2016
Why Bequests to Minors Should be Poured into a Testamentary Trust
There are many varieties of trust available for use in estate planning. A majority of these trusts are established while [...]
21
07, 2016
How Will Brexit Impact Your Financial Planning?
Market volatility is a constant in our modern world. But so-called Black Swan events sometimes take the concept of volatility [...]
16
07, 2016
Keeping Control of Your Trust
Every different form of trust contains its unique benefits and drawbacks that depend on an individual’s estate planning needs. One [...]
7
07, 2016
The Tragic Loss of Star Trek’s Anton Yelchin: Lessons for Estate and Legacy Planning
On June 19, 2016, when successful actor Anton Yelchin (Chekov in the recent Star Trek movies) failed to show for [...]
20
06, 2016
Is Your Estate Plan as Stale as Last Week’s Ham Sandwich? 5 Reasons to Update Your Estate Plan
Estate plans are almost magical: they allow you to maintain control of your assets, yet protect you should you become [...]
20
06, 2016
Wondering Whether You Need to Update Your Estate Plan? Yes, You Do and Here’s Why
Please allow us to be frank. It’s unrealistic to think that a piece of paper you draft, reflecting your life [...]
20
06, 2016
How Often Do You Update Your Estate Plan? More Often Than Your Resume?
A resume is a “snapshot” of your experience, skill set, and education which provides prospective employers insight into who you [...]
20
06, 2016
Updating Your Revocable Trust: How Many “Tweaks” Are Too Many?
If your life or the law has changed since you signed your trust, it needs to be updated. Updates can [...]
18
04, 2016
Decanting: How to Fix a Trust That Isn’t Getting Better With Age
While many wines get better with age, the same cannot be said for some irrevocable trusts. Maybe you’re the beneficiary [...]