How Life Insurance Can Fund Your Charitable Legacy
Feb 23, 2014
Many people might think it is beyond their means to leave a testamentary charitable gift (a gift made after you die) and would be surprised to learn that you don’t have to be wealthy to leave behind a...
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Moving? Don’t Forget to Review Your Estate Plan
Apr 30, 2012
A move brings with it a sense of expectation, excitement, and maybe a little trepidation. Whether youre moving across town or across the country, there are countless plans to be made and theres a lot o...
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The Accidental Spouse
Apr 16, 2012
The Accidental Spouse
John Ober may or may not have thought he was married, but a Montana court certainly believed he was and the fact that he was married determined what happened to his estate.
Joh...
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Avoid These Four Asset Protection Pitfalls
Apr 16, 2012
If you have creditors, you should consider which asset protection strategies might be right for you. Asset protection is the shielding of your property from creditors, potential creditors, and others...
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Why a Trust Makes Sense - Even If Your Child Is Not a Child
Apr 02, 2012
Compliments of Our Law Firm,
Parents of adult children often don't give much thought to the manner in which their children receive their inheritances. They decide how to divide their assets and then di...
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Aid & Attendance: Special Care Pensions for Wartime Veterans - written by AAEPA
Aug 18, 2011
While
many people are unaware it exists, the Veterans Administration (VA) Aid
Attendance Special Pension provides monetary assistance to wartime veterans
and surviving spouses of deceased veterans w...
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Grandparent's Guide to Second Generation Planning
Aug 16, 2011
The question of what will happen to your children without you or their own partner will be answered someday. In preparation for the unexpected and the inevitable, it is important to set up a proper ...
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Estate Planning with Individual Retirement Accounts (IRA's)
Aug 16, 2011
Consider the Complexity and Uncertainty of the Rules As will be discussed in the following sections of this Report, there is considerable complexity and uncertainty in determining how the IRS and you...
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