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39 Wealth Management Issues Trust & Estate Planning Wealth Transfer Through Estate

What is Portability for Estate and Gift Tax? 

Portability is the term used to describe a new provision in federal estate tax law that allows a widow or […]

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39 Wealth Management Issues Executor/Trustee Issues Pre and Post-Marital Agreements Titling of Assets Trust & Estate Planning

Choosing an Estate Planning Attorney

Although any lawyer can draw up a simple will for straightforward situations, such as naming the beneficiary of one's 401(k), seasoned trust-and-estate […]

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39 Wealth Management Issues Asset Protection Wealth Transfer Through Estate

Offshore Trusts

Introduction To devise the most potent asset protection strategy, it is helpful to know precisely what you want to protect […]

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39 Wealth Management Issues Charitable Planning Retirement Funding Retirement Planning Titling of Assets Trust & Estate Planning Wealth Transfer Through Estate

Designating Beneficiaries for Retirement Accounts

A beneficiary designation is a way to transfer an asset to an individual, organization, or multiple beneficiaries upon the owner's passing. For financial accounts such as individual retirement accounts (IRAs), a beneficiary designation is typically a paper or electronic form provided by the account custodian, which allows the account owner to designate who will receive the asset upon their passing.

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39 Wealth Management Issues Lifetime Gifting to Children/Descendants Trusts

What is a QPRT?

Qualified Personal Residence Trust Properly drafted, the Qualified Personal Residence Trust (“QPRT”) is designed to transfer a personal residence or […]

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39 Wealth Management Issues Estate Planning Checklist Executor/Trustee Issues Financial Planning Titling of Assets Trust & Estate Planning Trusts

Checklist to “Fund” a Revocable Living Trust

Creating your Trust is just the first part of the Estate Planning process. After you sign your Trust document, the […]

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39 Wealth Management Issues Advanced Health Care Directives Estate Planning Checklist Trust & Estate Planning

Estate Planning and Your New Adult Child’s Health: The Suite of Advance Healthcare Documents

Estate Planning and Your New Adult Child's Health: The Suite of Advance Healthcare Documents

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39 Wealth Management Issues Investment Issues Investment Risk Management

Coping with Market Volatility

During times of economic uncertainty, financial markets are characterized by wide swings in market value. The “market volatility,” with prices […]

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39 Wealth Management Issues Business Succession Planning Insurance and Risk Management

Business Succession Planning Checklist

Introduction Business succession planning employs various estate planning strategies to improve the chances of success for a family business when […]

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Disability Protection Financial Planning

Is Disability Insurance Important for You?

Generally, there are two types of disability insurance: Short-term disability insurance replaces a portion of your paycheck for a short […]

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