Articles 2010
Should I Use a Will or a Revocable Living Trust? Separating Facts From Fiction
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. ...
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Should I Use a Will or a Revocable Living Trust? Separating Facts From Fiction
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. ...
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Fiduciary Selection — A Critical Part of Any Well-Prepared Estate Plan
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 ...
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Government Is Cracking Down On Claims of “Independent Contractor” Status
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 ...
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Window of Opportunity: Convert Traditional IRA to a Roth IRA During 2010
Converting your investments in traditional IRAs to a Roth IRA during 2010 can be an important planning opportunity for many clients. This conversion allows ...
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Gifts to Irrevocable Trusts Which Are Intended to Be Fully Exempt from the Generation-Skipping Transfer Tax May Best Be Avoided in 2010
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 ...
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