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Latest Blog Posts

Should I Name My Trust beneficiary of my IRA?

Posted on: December 23rd, 2013
Conduit vs. Accumulation Stretch IRA RMD 5 year payout...

Business Owners: Have You Planned Your Exit?

Posted on: June 12th, 2013
You've worked hard building your business, but have you thought about what will happen when you are no longer there running the show?...

When Is It Time to Service Your Estate Plan

Posted on: June 12th, 2013
If you own a car, then you know it requires regular servicing in order to perform well and be reliable. More than likely, your car came with a recommended schedule for service, based on how many miles it has been driven; after a certain number of miles, you need to change the oil, replace the brake pads, rotate the tires, and so on...

Shoud You Disinherit a Child?

Posted on: May 10th, 2013
Most parents choose to leave their estates equally to their children. But sometimes, parents intentionally choose to not leave anything to one or more of their children. There may be what the parents consider to be legitimate reasons, such as if one child has been more financially successful than the others, or not wanting a special needs child to lose government benefits, or not wanting to leave an inheritance to an irresponsible or drug-dependent child. And sometimes a parent wants to disinherit a child who is estranged from the family, or to use disinheritance as a way to get even and have the last word. ...

Posted on: April 3rd, 2013
Over the course of my career, I have encountered many families who were unprepared for the inevitable aging and loss of parents. These families experienced unexpected rivalries that threatened to cripple or destroy the very family unity and wealth that the parents and their estate planning attorney hoped to protect...

Six Biggest IRA Beneficiary Form Mistakes

Posted on: March 13th, 2013
Americans hold nearly $15 Trillion in IRA’s and other qualified plans. If you have a retirement plan you have made a series of very wise deci­sions. Now you must take steps to protect and preserve what you have worked so hard for. ...
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