We Want Our Children To Inherit Everything We Have. But What If The Survivor Of Us Changes That Plan?
http://www.youtube.com/watch?v=8zm0TApPJZg Many married couples envision that their children will someday inherit...Read More
Do I Need Power of Attorney?
http://youtu.be/Mf8dHUY9C6k Any time during our adult life, we could experience periods when our capacity is...Read More
We Just Became Parents. Do We Need Wills?
http://youtu.be/BDNMPCZRtFA I often get contacted by young parents who wonder if they need a Will. Some...Read More
How to Plan for Upcoming Changes in Estate Tax Law
Can a Spousal Lifetime Access Trust (a SLAT) capture the current estate tax exemption? And could it help maintain an...Read More
How the SECURE Act impacts your plan for your retirement accounts. It is a good time to review.
The passage of the SECURE Act left many wondering if their estate planning documents need to be updated....Read More
Passing Retirement Benefits to a Child with Special Needs: It’s Complicated
Many parents have their retirement savings socked away in 401(k)s and IRAs. So that your beneficiaries do not have...Read More
Ways to Make International Charitable Donations
Of all charitable donations made by Americans, only about four percent go to good causes outside of the United...Read More
Advantages of Having a Separate Retirement Plan Trust
As you are planning how to leave your IRA, 401(k), 403(b) or other qualified retirement accounts to your spouse,...Read More
The Movement to Improve End-of-Life Health Care Planning
A nationwide movement has been underway since the late 1990s to improve end-of-life health care planning by...Read More