A Sweet Song: Harmonizing an IRA and a Trust
Many times consideration should be given to naming a trust as the beneficiary of an IRA. This article provides an good summary of the related issues.
For Better or Worse…
Protecting assets in the event of divorce is one of the primary reasons many opt to leave their children’s inheritance in trust. This article provides a good overview of the considerations.
Pass or Fail?
Here’s what passes and what flunks as educational expenses from a 529 Plan.
What’s Your RMD?
Here’s a quick way to calculate your required minimum distributions.
Discard Your Cotton Swab, But Give Someone Your QTIP
Creative planning for marital (QTIP) trusts – a roadmap for using assets in QTIP trusts for possible gifting in 2021.