by Verena MeiserShould you Consider a Spousal Lifetime Access Trust (SLAT)?
http://www.youtube.com/watch?v=dzKiKaXh_xA&t=32s Change is coming to estate and gift tax laws. Should...
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by Verena MeiserWe 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...
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by Verena MeiserDo I Need Power of Attorney?
http://youtu.be/Mf8dHUY9C6k Any time during our adult life, we could experience periods when our capacity is...
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by Verena MeiserWe 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...
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by Verena MeiserHow 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...
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by Verena MeiserHow 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....
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by lohmlawPassing 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...
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by Verena MeiserAdvantages 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,...
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by Verena MeiserThe 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...
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