Thanksgiving is a time for sharing. This article examines ways for giving effectively, both to... [Read more...]
QDRO: Not Just for Divorce Anymore
Transferring an ERISA account, like a 401(k), from one spouse to another can have substantial... [Read more...]
Giving Back
Giving back provides many benefits, whether in life or at death. The article explores ways... [Read more...]
Planning to Enjoy Thanksgiving
Planning ahead is the loving thing to do. Whether it is for a Thanksgiving meal... [Read more...]
Naming a Trust as Beneficiary of an IRA
Whom should you name as the beneficiary of your IRA or Qualified Plan? Sometimes, it... [Read more...]
Prenuptial Agreements Can Provide Remarriage Protection
Requiring a prenuptial agreement before your spouse remarries can provide peace of mind and protect... [Read more...]
Estate Planning is About More Tan Taxes
Estate Planning addresses many concerns, not just taxes. It can protect beneficiaries from their own... [Read more...]
Aretha Franklin Died Intestate: What Does It Mean for Her Family?
Aretha Franklin died intestate. Intestacy has definite drawbacks. Read on to see what this means... [Read more...]
Special Accounts for People with Special Needs
ABLE accounts provide tax benefits and flexibility to disabled people. ABLE accounts are available to... [Read more...]
Planning for the Client Moving Overseas
In this increasingly mobile world, clients often spend periods of time living in other countries,... [Read more...]
Estate Planning is for You, Not Just Your Parents or Grandparents
If you’re young and unmarried, do you really need an estate plan? The answer is... [Read more...]
Trusts for Privacy
Trusts have many uses. Perhaps the most important is that they can provide privacy at... [Read more...]