by Christine | May 25, 2011 | Estate Planning |
Link: http://blogs.forbes.com/billsinger/2011/05/17/estate-wife-ira-divorce/ From Forbes.com (May 17, 2011) “Estate Sues Over Lawyer’s Designation of Ex-Wife as IRA Beneficiary “For whatever reason, Trowbridge never deleted the ex-wife as the named...
by Christine | May 21, 2011 | Estate Planning |
Link: http://www.ustrust.com/ust/Pages/Insights-on-Wealth-and-Worth.aspx From US TRUST (April 19, 2011) “US Trust Insights on Wealth and Worth” “We have found a significant dichotomy between clients we talk with, who tell us that intergenerational wealth transfer is...
by Christine | May 19, 2011 | Estate Planning |
From The Wall Street Journal Online (April 30, 2011) “Paying Grandkids’ College Bill” Recent tax-law changes are making it easier for families to help pay education bills for multiple grandchildren and even future generations. But grandparents have to make some tough...
by Christine | May 19, 2011 | Estate Planning |
From The Wall Street Journal Online (April 30, 2011) “Paying Grandkids’ College Bill” Recent tax-law changes are making it easier for families to help pay education bills for multiple grandchildren and even future generations. But grandparents have to make some tough...
by Christine | May 18, 2011 | Estate Planning |
From The Chicago Tribune (May 13, 2011) “Your Circumstances Can Complicate Estate Planning” Estate planning is complicated enough in second marriages, but toss in a wrinkle or two, and you could be setting up loved ones for heartache. There is an unfortunate myth that...
by Christine | May 18, 2011 | Estate Planning |
From The Chicago Tribune (May 13, 2011) “Your Circumstances Can Complicate Estate Planning” Estate planning is complicated enough in second marriages, but toss in a wrinkle or two, and you could be setting up loved ones for heartache. There is an unfortunate myth that...
