The biggest trend is “I want to protect my child’s inheritance.” Can you imagine leaving your hard earned estate to a child when you die…
ESTATE PLANNING BASICS Death is inevitable. There are some steps and planning we should take to put our affairs in order. This can be accomplished through…
A qualified IRA trust allows your individual retirement funds to “flow” through a special Trust to assure monies are paid to beneficiaries over their respective…
The U.S. Supreme Court’s ruling will change estate planning for affluent same-sex married couples. United States v.Windsor, the case in the news last week, involved…
A USA Today article on February 13, 2013 dealt with this very issue. See “Memory Issues Can Wreck Your Finances If You Don’t Plan Ahead.”…
Hello: You have probably heard about estate taxes, also called “death taxes.” You may be interested to learn that the IRS counts about everything yo…
A recent article in Accounting Today discussed a new software program that prepares your own estate planning legal documents. While for very simple estates with…