by Christine | Sep 20, 2011 | Estate Planning |
One of the most common estate planning mistakes that people make is joint ownership. Estate planning can be daunting. Once you get past the fact that your very mortality (and morbidity) is the triggering event, estate planning means taking stock of all you own and,...
by Christine | Sep 16, 2011 | Estate Planning |
If you enjoyed that last summer outing to your vacation home this past Labor Day weekend, it's a good time to start thinking about creating a succession plan for the property. A detailed plan will make the transfer of ownership easier and establishes rules to will...
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...
