Avoid This Major Mistake When Adding an IRA to Your Estate Plan
Some people assume that because they’ve named a specific heir as the beneficiary of their IRA in their will or trust that there’s no need
about the areas of family wealth succession and preservation.
about the areas of family wealth succession and preservation.
Some people assume that because they’ve named a specific heir as the beneficiary of their IRA in their will or trust that there’s no need
It’s back-to-school time again, and when it comes to estate planning you may have homework to do. As a parent, your most critical—and often overlooked—task
Last week, we shared the first part of this series explaining the powers and duties that come with serving as trustee. Here in part
If a friend or family member has asked you to serve as trustee for their trust upon their death, you should feel honored—this means they
Probably every parent who has watched the news lately has felt the heartbreak over what’s happening to immigrant families at the border due to the
If you have highly appreciated assets like stock and real estate you want to sell, it may make sense to use a charitable remainder
It always surprises me to hear parents who have a child with special needs tell me that they were not aware of what they needed
The news of Anthony Bourdain’s suicide totally shocked me last week. Bourdain seemed to live the life many of us aspire to lead but do
The IRS has recently issued a reminder to taxpayers that the automatic two-month extension for U.S. citizens and resident aliens living abroad for filing the
For many people, the basics of estate planning are simple enough, but for those families with loved ones who are disabled or have special needs,
In the 1980s, the late actor Alan Thicke played the wise-but-hip father figure and psychiatrist Dr. Jason Seaver in the sitcom Growing Pains. Following
In the 1980s, the late actor Alan Thicke played the wise-but-hip father figure and psychiatrist Dr. Jason Seaver in the sitcom Growing Pains. Following Alan’s
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We are Trust Counsel – Our name says it all. We are specialists. We practice only the areas of family wealth succession: Estate Planning, Asset Protection, Business Succession, and Probate. We know what we are doing. We love what we are doing. We believe in what we are doing.
Get our most popular content sent straight to your inbox from the team behind the scenes.