by Christine | Jun 6, 2011 | Trust Administration |
Link: http://online.barrons.com/article/SB50001424052970203962604576301451177208940.html?link=SM_tax_es_res From Barron’s (May 21, 2011) “The Five Biggest Ways To Bungle a Trust "This is a role that potentially has unlimited liability.” — Adam von Poblitz,...
by Christine | Jun 3, 2011 | Estate Planning |
Link: http://www.smartmoney.com/retirement/planning/luxury-retirement-on-wheels-1306263018641/?link=SM_hp_ls4e From SmartMoney (May 24, 2011) “Luxury Retirement On Wheels” "The generation that grew up with "On the Road" is hitting the highway once...
by Christine | Jun 2, 2011 | Uncategorized |
Link: http://www.marketwatch.com/story/get-ready-for-social-security-medicare-meltdowns-2011-05-19 From MarketWatch (May 19, 2011) “Get Ready for Social Security, Medicare Meltdowns” The 401(k) version of the Roth is bigger and stronger in many ways than it’s little...
by Christine | Jun 1, 2011 | Elder Law, Estate Planning |
Link: http://money.usnews.com/money/blogs/the-best-life/2011/05/25/living-well-should-include-planning-for-death From U.S. News and World Report – Money (May 25, 2011) “Living Well Should Include Planning for Death” “… you need to talk about this, and not whisper...
by Christine | May 31, 2011 | Estate Planning |
Link: http://www.forbes.com/2011/05/19/estate-planning-for-women-deborah-jacobs.html From Forbes (May 19, 2011) “Estate Planning For Women (And the Men Who Love Them)” Now, more than ever, women need to take charge of this process, or at least be equal...
