Estate Planning The Surge of Charitable Remainder Trusts America currently has 72 million people from the Baby Boomer generation the oldest of which are turning sixty-eight this year. … July 25, 2014 2 MIN READ
Estate Planning Updating Your Estate Plan: Excuses Why People Don’t & Reasons Why You Should Most people feel a sense of accomplishment after drafting and executing an estate plan. Afterwards it is commonplace to file … July 18, 2014 2 MIN READ
Estate Planning Walking on the Wild Side: Lou Reed’s Estate Plan The late lead singer and guitarist of The Velvet Underground who later had a decades-long successful solo career was the … July 10, 2014 2 MIN READ
Estate Planning Trust Creation: Little Mistakes that Can Cost Big If you have accrued some wealth in your lifetime have a significant life insurance policy or simply want to look … July 3, 2014 2 MIN READ
Estate Planning Key Estate Planning Questions to Help Avoid Mistakes Many people are uncomfortable with the process of estate planning. As a result people are not always completely forthcoming with … July 1, 2014 3 MIN READ
Estate Planning Back to Basics – 10 Essential Estate Planning Documents Pt. 2 In the last post we discussed the first five of ten essential documents that should be considered when estate planning. … June 27, 2014 2 MIN READ
Estate Planning Back to Basics – 10 Essential Estate Planning Documents Pt. 1 Most people do not like to talk about estate planning. Some do not want to think about the idea of … June 25, 2014 2 MIN READ
Estate Planning Inheriting Parental Debt The loss of a parent is a heartbreaking experience and discovering that your parent had a large amount of debt … June 23, 2014 2 MIN READ
Estate Planning Supreme Court Ruling – Inherited IRAs Not Protected in Bankruptcy In a unanimous decision the Supreme Court has ruled that an IRA is not protected from creditors in bankruptcy proceedings … June 20, 2014 2 MIN READ
