A Potpourri of Planning Ideas
Considering updating your estate planning? This article provides a good overview of some of the options.
These Rules are Like Shifting Sand
The rules for taking money out of IRAs and 401k plans are complex, and ever changing. This article gives the current “lay of the land.”
Is a “House Trust” Right for You?
What is a QPRT? And why is it getting more attention in the estate planning arena lately?
We Need to Talk
Though these discussions can be difficult to broach, they are nonetheless important to have.
What Not To Do
There are lessons abounding in these stories of high profile estate planning mistakes.
High Stakes Adoption
Real life “Succession” plays out in dramatic fashion with heir to Hermes fortune.