by Christine | Jun 7, 2015 | Asset Protection, Estate Planning, Estates, Individual Retirement Accounts (IRA), Inheritance, Living Trust, Power of Attorney, Probate, Trusts, Wills |
"The costliest errors are ones we make ourselves, often without realizing how much damage we're doing." "Estate planning is intertwined with the financial plan," a newsmax.com article explained, and it’s no secret that many individuals fail to...
by Christine | Jun 5, 2015 | Asset Protection, Estate Planning, Estates, Trusts |
Actually the trusts are Crummey trusts named after one D. Clifford Crummey who won a decision in the Ninth Circuit in 1968, when I was just a high school lad. Israel and Erna Mikel were just in Tax Court showing how powerful the Crummey power can be as they...
by Christine | Jun 3, 2015 | Annuity, Asset Protection, Estate Planning, Estate Tax, Estates, Living Trust, Medicare, Probate, Trusts, Wills |
Here are a few of the most common mistakes we’ve seen seniors make in regards to their retirement planning. Sometimes knowing what NOT to do is just as important as knowing what to do. So it is with retirement planning. Physician’s Money Digest lists some of the most...
by Christine | Jun 2, 2015 | Asset Protection, Elder Law, Estate Planning, Estate Tax, Estates, LIfe Insurance, Living Trust, Probate, Tax Planning, Trusts, Wills |
"If you are looking at Baby Boomers, they are looking at what their cash flow will be in retirement," says Carol Kroch, managing director, wealth and philanthropic planning at Wilmington Trust in Wilmington, Del. "Can they do the things they want to do?...
by Christine | Jun 1, 2015 | Estate Planning, Estates, Inheritance |
“I would strongly urge anyone who is offered a lot of money for an alleged short-term loan to be very wary, as it is often a scam and a sure way to lose your hard-earned savings.” Scammed by your own friend? Hey, it can happen. And not always in the way you...
by Christine | May 29, 2015 | Estate Planning, Estates, Guardianships, Inheritance, Living Trust, Trusts, Wills |
When Twisted Sister drummer AJ Pero died on March 20, it caught his fans and bandmates by surprise — and Pero’s own lack of estate planning has reportedly thrown his family into chaos as well. Dee Snider stated in an article on the website ultimateclassicrock.com “not...
