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39 Wealth Management Issues Charitable Planning 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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Durable Power of Attorney Issues Estate Planning Checklist

What is a Power of Attorney?

Power of Attorney An important aspect of detailed estate planning is appointing a trusted individual to act as a financial […]

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39 Wealth Management Issues Estate Planning Checklist Titling of Assets Trust & Estate Planning Trusts

“Funding” a Trust: The Crucial Part of Estate Plan Implementation

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 Family Financial Values Trust & Estate Planning Trusts Wealth Transfer Through Estate

What You Need To Know about Dynasty Trusts

High net worth individuals and families who protect their wealth provide a lasting legacy for loved ones.  This planning entails […]

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39 Wealth Management Issues Financial Planning Income Tax Planning Titling of Assets Trust & Estate Planning Trusts

What is the Difference Between Grantor vs. Non-Grantor Trusts?

Grantor and non-grantor trusts are taxed m much differently. Non-grantor trusts are treated as separate entities (e.g., C-Corporation). However, the […]

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39 Wealth Management Issues Estate Planning Checklist Trust & Estate Planning

Estate Planning for Your “Digital Life”

Your estate plan needs to cover any digital assets you might own. Just as your will's executor needs to know […]

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Trust & Estate Planning

What is a “Lady Bird” or “TOD” Deed Transfer for Real Estate?

The "enhanced life estate deed," often referred to as a Lady Bird deed, and is permitted only in several states. […]

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