You (or someone you know) may have heard that a Revocable Living Trust (often referred to simply as a “Living Trust”) is necessary for everyone.
Should I Use a Will or a Revocable Living Trust? Separating Facts From Fiction Read More »
One of the most critical decisions you will make in developing your estate plan involves making appropriate selections for the various fiduciary roles under your
Fiduciary Selection — A Critical Part of Any Well-Prepared Estate Plan Read More »
Many business owners spend the bulk of their time working to build their businesses. Sadly, too many business owners also fail to spend much, if
Planning – Especially Important for Business Owners Read More »
Many individuals work for others under the assumption that they qualify as “independent contractors,” rather than employees. Since many of the rules which apply with
Government Is Cracking Down On Claims of “Independent Contractor” Status Read More »
Converting your investments in traditional IRAs to a Roth IRA during 2010 can be an important planning opportunity for many clients. This conversion allows
Window of Opportunity: Convert Traditional IRA to a Roth IRA During 2010 Read More »
As of January 1, 2010, the federal estate, gift, and generation-skipping transfer (“GST”) tax laws changed significantly. One aspect of these changes has the potential
Converting your investments in traditional IRAs to a Roth IRA during 2010 can be an important planning opportunity for many clients. This conversion allows you
Converting a Regular IRA to a Roth IRA Read More »
As you may be aware, as of January 1, 2010, the federal estate and generation-skipping transfer (“GST”) taxes were repealed for one year, under a
