Latest Blog Posts

Why You Should Name a Stand-Alone Retirement Trust as Beneficiary

Posted on: May 13th, 2013
Why You Should Name a Stand-Alone Retirement Trust as Beneficiary (For IRAs and Other Tax-Deferred Retirement Accounts)... ...

Some of the most generous provisions of the tax code are...

Posted on: May 6th, 2013
Some of the most generous provisions of the tax code are those that permit beneficiaries of IRAs and other qualified retirement plans to defer income tax on the plans until time of withdrawal. ...

IRAs are among the largest assets inherited...

Posted on: May 6th, 2013
IRAs are among the largest assets inherited by heirs and Review fee and services agreement, conflicts disclosure, attorney/client .....

5 Common Estate Planning Mistakes to Avoid

Posted on: March 18th, 2013
From time to time, it’s good to review why having a complete, up-to-date estate plan is so important....

Many wartime veterans...

Posted on: July 26th, 2012
Many wartime veterans and their surviving spouses are currently receiving long-term care or will need some type of long-term care in the near future....
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