A spendthrift trust can act as a wealth preserver
Tax planning is only a small component of estate planning [...]
Estate planning for residential real estate with a qualified personal residence trust
Do you own your principal residence? If so, you’re likely [...]
Filing a joint tax return for the year of a spouse’s death can be beneficial
Surviving spouses are faced with many financial and tax-related decisions. [...]
A power of appointment can provide estate planning flexibility
A difficult aspect of planning your estate is taking into [...]
A QDRO can ease the transfer of retirement plan assets in a divorce
Getting divorced and dividing up assets is no easy matter. [...]
Contributing to a Roth 401(k) plan may help achieve estate planning goals
When it comes to your 401(k) plan, you may have [...]
Provide for multiple generations using a dynasty trust
When creating estate plans, people generally take their children and [...]
Does a FAST make sense for your estate plan?
On the one hand, you want your estate plan to [...]
Could a 412(e)(3) retirement plan suit your business?
Traditional and Roth IRAs can be powerful estate planning tools. [...]
Undue influence claims may upend your estate plan
One of the goals in creating a comprehensive estate plan [...]
