by Christine | Dec 11, 2013 | Estate Law, Estate Planning, Wills |
A comprehensive estate plan ensures that wills, trusts, ownership forms and beneficiary designations are in sync with your wishes. Is your plan up-to-date? As the old adage puts it, most folks do not “plan to fail, they just fail to plan.” In this sense, leaving an...
by Christine | Dec 10, 2013 | Asset Protection, Bankruptcy, Estate Planning, Inherited IRAs, Supreme Court |
While the dispute over inherited IRAs has not arisen often, it may crop up more in the future. Does an "inherited" retirement account remain a retirement account for the intended heir? This may sound like a rhetorical question, but it is currently one before...
by Christine | Dec 5, 2013 | Estate Law, Estate Planning, Wills |
Done right, death-bed revisions may save their families income and estate taxes and prevent misunderstandings and administrative hassles. If not handled carefully, though, it can leave a will open to legal challenges that can drag on for many years … During...
by Christine | Dec 4, 2013 | Dynasty Trust, Estate Planning, Trusts |
In the end, the goal is to convert what is otherwise a fleeting inheritance into a perpetual wealth management opportunity for the family. This goal can only be accomplished through proper, coordinated planning. Our goal of passing along wealth to the next generation...
by Christine | Dec 3, 2013 | Disability Insurance, Estate Planning, LIfe Insurance, Long Term Care Insurance |
Discomfort with the details prevents many people from obtaining the necessary coverage. The kinds of insurances we are “required” to buy help us with the minor bumps and scrapes in life and are sometimes easy to think about, shop for or ensure that we have adequate...
by Christine | Dec 2, 2013 | College, Estate Planning, Financial Aid, GIfting |
"Kids inherit money. We don't want it." Sometimes too much inheritance all at once is a threat to moral development, it’s true, but sometimes a gift can threaten a college education by complicating financial aid. As parents of the college-bound...
