Non spouse beneficiaries of IRA accounts , who can no longer stretch their distributions over their lifetimes, still need to obey RMD rules.
Your Named IRA Beneficiary May Need an Instruction Manual
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estate and tax planning
Asset Protection for Indiana Business Owners and Caring Parents
Asset protection trusts can be useful both for business owners and in general estate planning.
Know Your FRA, EEA, and PIA Numbers
Social Security benefits are closely tied to estate planning as well as to retirement planning.
Strategic Business Planning Requires Annual “Check-Ups”
Strategic business planning requires an annual valuation of business interests.
In Naming Guardians, Think of the What-Ifs
For parents, an essential part of estate planning involves naming a guardian for minor children. While a guardian can be anyone who is at least 18 years who is not currently incarcerated and who is of sound mind, parents' choices of guardian can mean the difference...
Irrevocable Trusts – Unlovable, But Loving
"When you create an irrevocable trust you are creating a document you cannot change easily, and the property you transfer to the trust is no longer in your control," Daniel Timins writes in Kiplingercom. There are only three possible reasons anyone would part with...
When Sibling Rivalry Meets Estate Planning, It Can Be Complicated
Sibling disputes often arise after parents have died, often resulting in expensive legal actions. Planning and family conferences can help avoid conflicts.
Protecting What’s Yours So It Can Be Sure To Be Theirs
Trusts protect what’s yours, so it can belong to your intended heirs and not be lost through creditors or divorce.
Estate Planning for Nearlyweds
Couples who are not married need to protect their decisions when it comes to both healthcare and money decisions.
A Not-To-Be-Overlooked Healthcare Planning Ploy
Health Savings Accounts can prove very important in estate planning.
