Month: November 2018
How to Share Family History and Heirlooms with Your Estate Plan
The best time to share your family history with loved ones is right now, before the memories are forgotten. The coming holiday season…
Grandchildren’s Trust
Don’t do what some grandparents and parents do. Don’t superfund UTMA and UGMA accounts. Those funds become the child’s at age either…
Roth IRA Conversions After Tax Reform…Still a good idea? What are the implications for your family if you don’t spend all the money?
Twenty years ago, the Roth IRA first became available to investors as a financial tool for their estate planning needs. These accounts…
Educational Trusts
As the name implies, an educational trust is a trust created to pay for loved ones’ education. Often parents, grandparents – or…
Financial Planning. Tax Planning. Legacy Planning. Estate Planning – How many plans do I need?!
Most folks have at least heard of an estate plan. But fewer realize that a simple will is not enough to prepare…
Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent
There is a common misconception that estate plans are only for the ultra-rich – the top 1 percent, 10%, 20%, or some…
The Limited Liability Company as an Estate Planning Tool
Look around and you’ll likely notice LLC after LLC in your community. Why? Because the limited liability company (LLC) is a popular…
