by Christine | Jul 6, 2011 | Estate Planning |
You will be better served to create a trust that rewards your adult children for achieving results than to use money to control every aspect of their lives. There is an old saying, quite true, that wealth is difficult to amass but easy to squander … especially by...
by Christine | Jul 1, 2011 | Estate Planning, Retirement Planning |
For retirees calling it quits from the 9-to-5 world, it might be worth considering another career move: landlord. In today’s economy, it seems that everything old is new again … albeit with a bit of a twist. Years ago, it was common for older couples – and frequently...
by Christine | Jun 30, 2011 | Estate Planning |
There’s no doubt that many Baby Boomers are planning for the future …but even the savviest among them may overlook one crucial element in their estate plan: a letter of final instruction. If you’re a member of the Baby Boomer generation, there’s a good chance you have...
by Christine | Jun 28, 2011 | Estate Planning, Tax Planning |
IRA owners turning 70 1/2 this year must comply with required minimum withdrawal rules — or pay a costly penalty. If you’re turning 70½ this year, get ready to start taking those mandatory annual payouts (your “required minimum distributions” or RMD’s) from your...
by Christine | Jun 16, 2011 | Estate Planning |
With unemployment still close to double digits and entry-level jobs in short supply, it's tempting for parents of college graduates—and other struggling twenty-somethings—to try to help their adult children start businesses. If you have an adult child...
by Christine | Jun 16, 2011 | Estate Planning |
With unemployment still close to double digits and entry-level jobs in short supply, it's tempting for parents of college graduates—and other struggling twenty-somethings—to try to help their adult children start businesses. If you have an adult child...
