Does equal mean fair in estate planning?
Does equal mean fair in estate planning? Our clients, as parents, want to treat their children fairly and equally. Splitting…
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Use of incentive trusts in estate planning
Use of incentive trusts in estate planning Many clients today are concerned about not only transferring their estates upon death…
Choosing Your Estate Planning Team
Choosing Your Estate Planning Team Here are some tips when choosing an estate planning team, as set forth in Keith’s…
What is Estate Planning?
What is Estate Planning? Here is our definition of estate planning, as set forth in Keith’s book, “Introduction to Estate…
Understanding IRA Required Minimum Distributions (RMDs)
Understanding IRA Required Minimum Distributions (RMDs) The money you contribute to a traditional Individual Retirement Account is not counted as…
Our Living Trust Planning Process
Our Living Trust Planning Process Here’s how our unique process for trust-based estate planning, Peace of Mind By Design, works. Our…