Some individuals create a Revocable Trust, pour-over Will, Property Power of Attorney, Health Care Power... [Read more...]
What’s in President Biden’s Revenue Proposals?
Retirement plans offer a terrific opportunity for taxpayers to save for their retirement in a... [Read more...]
The Intersection of Bank Failure and FDIC Insurance
Three banks have collapsed in one week sending shockwaves through the banking industry. Many may... [Read more...]
Medicaid Planning
When determining whether an individual qualifies for Medicaid, states impose both functional and financial tests.... [Read more...]
What Bruce Willis Can Teach Us About Incapacity Planning
When Bruce Willis announced his retirement from acting because of aphasia, it sent shockwaves through... [Read more...]
What’s Retirement Got to Do with it?
As more and more Baby Boomers retire, many wonder where they should spend their golden... [Read more...]
Refresh and Reset: Syncing up in San Diego
The best Estate Planners stay current on the latest trends. The American Academy of Estate... [Read more...]
Estate Planning Reduces Stress During High Anxiety Times
During times of high stress such as tragedy or emergency, we tend to feel helpless.... [Read more...]
Changing “Irrevocable” Trusts Through Use of a Trust Protector
Advisors often include irrevocable trusts as part of a comprehensive estate plan to achieve both... [Read more...]
Advantages of Using a “Grantor Trust” in Planning
Grantor trusts are trusts which are income taxed to the “substantial owner” of the trust.... [Read more...]
Tax Reporting with Trusts
Grantor trusts are trusts which are income taxed to the “substantial owner” of the trust.... [Read more...]
Roth IRAs Can Be a Great Planning Strategy: Advanced
This is the second in a two-part series on Roth IRAs. The first part reviewed... [Read more...]
