An Estate Planning Checklist to Facilitate Wealth Transfer
Studies have shown that 70% of family wealth is lost by the end of the second generation and 90% by [...]
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11, 2014
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09, 2014
Lifetime QTIP Trusts – The Gift That Keeps Giving
Estate planning for married couples can be tricky when one spouse is significantly wealthier than the other and each spouse [...]
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09, 2014
Discretionary Trusts – How to Protect Your Beneficiaries From Bad Decisions and Outside Influences
Leaving your hard-earned assets outright to your children, grandchildren or other beneficiaries after you die will make their inheritance easy [...]
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08, 2014
The Trust Protection Myth: Your Revocable Trust Protects Against Lawsuits
WARNING: Many people believe once they set up a Revocable Living Trust and transfer assets into the Trust, those assets [...]
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07, 2014
Will Your Revocable Living Trust Avoid Probate? It Depends.
If you’ve set up a Revocable Living Trust, congratulations! You’re definitely on the right track. But…you’re only half way there. [...]
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06, 2014
AB Trusts – Do You Need to Get Rid of Yours?
Are you married and is the last time you and your spouse updated your estate plan more than a few [...]
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06, 2014
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 [...]