Standalone IRA Beneficiary Trusts for Inherited IRAs
Standalone IRA Beneficiary Trusts for Inherited IRAs It is pretty safe to say that almost everyone has heard of an…
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It’s time to “put” my mom in assisted living
It’s time to “put“ my mom in assisted living This was submitted to us by a client. It’s a very…
Healthcare Documents – Nothing to Sneeze At!
Healthcare Documents – Nothing to Sneeze At! No matter what your age or health status, you ought to have healthcare…
Don’t Be an Estate Plan Procrastinator
Don’t Be an Estate Plan Procrastinator I recently read a book that I hope will help me both personally and…
Cyber security. What can we do to protect ourselves?
Cyber security. What can we do to protect ourselves? Every day we hear about people losing money and having their…
Third-Party Special Needs Trusts
Third-Party Special Needs Trusts I have previously posted a discussion of planning with special needs trusts (see my post of…