February 27, 2024 New Option For Unused Funds In A 529 College Savings Plan It’s not unusual for parents to end up with unused funds in their children’s 529 college savings plans. There’s a … Read More
February 22, 2024 Take Care Of A Loved One With A Special Needs Trust A special needs trust can be beneficial for certain family members, but it requires close adherence to the rules. Read More
February 14, 2024 6 Ways Nonprofit Retirement Plans Are Changing The SECURE Act 2.0 made some important changes to 403(b) retirement plans, which typically are offered by nonprofits to their … Read More
February 8, 2024 Addressing Your Elderly Parents in Your Estate Plan in 5 Steps If you’d like to better address your elderly parents’ needs in your estate plan, consider taking these steps. Read More
February 7, 2024 Is It Time To Review Your Beneficiary Designations? To better ensure your estate plan works as you intend it to, periodically review (and if necessary revise) your beneficiary … Read More
February 7, 2024 Encouraging Charitable Donors To Include You In Their Estate Plans Planned gifts can provide windfalls to nonprofits. We explain how they work and how you can encourage supporters to include … Read More
January 25, 2024 4 Good Reasons To Turn Down An Inheritance “Thanks, but no thanks.” If you expect to receive an inheritance from a family member but you don’t want it, … Read More
January 19, 2024 A Power of Attorney Is A Critical Part Of An Estate Plan Who will handle your financial affairs and make medical decisions for you in the event you become incapacitated? The answer … Read More
January 16, 2024 Comparing Inter Vivos And Testamentary Trusts Do you understand the differences between an inter vivos trust and a testamentary trust? Turn to us for help in … Read More
January 9, 2024 Pay Attention To Securities Laws When Planning Your Estate Some assets are easier to transfer than others. If your estate includes unregistered securities, there are complex federal securities laws … Read More
January 3, 2024 A Hybrid DAPT Can Offer The Asset Protection You Need If asset protection is at the top of your estate planning goals, a “hybrid” domestic asset protection trust may be … Read More
December 21, 2023 Yes, Your College-Age Child Needs an Estate Plan Do your college-age children have a basic estate plan? They should. Read More
