Many factors go into retirement decisions. This article examines some of those factors. Being financially... [Read more...]
Age-Related Retirement Milestones
Retirement takes planning. This article includes milestone ages, such as when you must begin taking... [Read more...]
Planning for Retirement Plans and IRAs: Asset Protection
Perhaps the largest part of most Americans’ wealth is in their qualified plan or IRA.... [Read more...]
Estate Planning: Simple is not Always Better
Clients often want the simplest estate planning solution possible. While keeping it simple is an... [Read more...]
Planning for Retirement Plans and IRAs: Beneficiary Designation
Perhaps the largest part of most Americans’ wealth is in their qualified plan or IRA.... [Read more...]
Estate Planning: The Simplest Plan is Usually Not the Best
Clients often want the simplest estate planning solution possible. However, the simplest solution is doing... [Read more...]
Nongrantor Trusts Can Be Very Useful in Certain Situations
A trust may be taxed as either a grantor trust or a nongrantor trust. Each... [Read more...]
Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
TOD / POD, beneficiary designations, and joint tenancy can be simple ways to transfer assets... [Read more...]
Grantor Trusts Provide Flexibility and Ease
A trust may be taxed as either a grantor trust or a nongrantor trust. Each... [Read more...]
The Little Things May be the Most Important
Your estate may be worth a little or a lot at your death. The items... [Read more...]
