by Christine | Sep 15, 2011 | Elder Law, Estate Planning, Tax Planning |
You can reverse a 2010 Roth conversion. Then it's like the conversion never happened, which means the inflated conversion tax bill disappears. Are you still reeling? August was a tumultuous money month (to say the least), but at least we can breathe a sigh of...
by Christine | Sep 13, 2011 | Estate Planning |
There are many options to protect your children from themselves but the options are the epitome of tough love. Still, they could help your child in the end. While planning for your estate addresses many concerns, likely providing your loved ones is at the top of the...
by Christine | Sep 9, 2011 | Estate Planning |
Retained income trusts are an excellent option if you choose to make a lifetime transfer to your children. Unfortunately, estate planning opportunities tend to be hard to time. Practically speaking, you tend to not be “done” with your estate when the law creates a...
by Christine | Sep 9, 2011 | Estate Planning |
Retained income trusts are an excellent option if you choose to make a lifetime transfer to your children. Unfortunately, estate planning opportunities tend to be hard to time. Practically speaking, you tend to not be “done” with your estate when the law creates a...
by Christine | Sep 8, 2011 | Estate Planning |
One of the main goals of asset protection is to settle the case before it gets to court. We tend to think of the law as a rigid structure, unless of course it’s bending to help us. On the other hand, the law also might bend against us… and that can be rather...
by Christine | Sep 8, 2011 | Estate Planning |
One of the main goals of asset protection is to settle the case before it gets to court. We tend to think of the law as a rigid structure, unless of course it’s bending to help us. On the other hand, the law also might bend against us… and that can be rather...
