Today many estate plans contain irrevocable trusts that will continue for the benefit of a spouse’s lifetime and then for the benefit of several generations. Since these trusts are designed to sp...
5 Ways to Modernize Your Estate Planning Using Flexible Trusts
Your estate plan undoubtedly includes trusts that will continue for the benefit of your spouse’s lifetime and then for the benefit of several generations of your family. Implementing and maintaini...
How Powers of Appointment Can Improve Your Trust
Today many estate plans contain trusts that will continue for the benefit of a spouse’s lifetime and then for the benefit of several generations. Since these trusts are designed to span multiple ...
Who’s Going to Get It: Do You Really Know the Beneficiaries of Your Dynasty Trust?
Today many estate plans contain irrevocable dynasty trusts that will continue for the benefit of a spouse’s lifetime and then for the benefit of several generations. Since these trusts are design...
The Wrong Successor Trustee Can Derail Your Final Wishes
Today many estate plans contain irrevocable trusts that will continue for the benefit of a surviving spouse’s lifetime and then for the benefit of several generations. Since these trusts are desi...
How to Avoid a Disastrous Will or Trust Contest
A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can prevent a disastrous will or trust contest. In ...
4 Tips for Avoiding a Will or Trust Contest
A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can help your family avoid a potentially disastrous ...
Make an Achievable 2015 New Year’s Resolution – Get an Estate Plan Checkup!
With 2015 right around the corner, it’s time to start thinking about your new year’s resolutions. It doesn’t matter whether you have an estate plan or don’t, one important item to add to your ...
The Clock is Ticking on Maxing Out Your 2014 Retirement Plan Contributions
With the end of 2014 fast approaching, now is the time to take a look at your year-to-date retirement plan contributions to see where yours stand when compared with the 2014 contribution limits. Summa...
Time is Running Out for Certain Estates to Make the Federal Portability Election
As a result of a 2010 tax law, a surviving spouse can receive his or her deceased spouse’s unused estate tax exemption. This is called a “portability” election. You may have seen it called the ...