Where to Keep Your Important Legal Documents
Question: For how long and where should I keep all my original legal documents, including my original will? I’ve heard...
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March 14, 2011
Estate Planning, Wills
Estate Planning, Wills
Making Sure Your Assets are Distributed According to Your Wishes
Question: "I am 64 and my husband is 70. We have been married 5 years. I have no children and...
February 26, 2011
Estate Planning
Estate Planning
Do Estate Planning Documents Need to be Re-Executed After Moving States?
Question: My parents had their wills, POA, Health Care POA, and trust set up in Missouri. They have since moved...
February 23, 2011
Estate Planning
Estate Planning
Life Estates or Irrevocable Trusts – Which Do You Recommend?
Answer: Life estates and irrevocable trusts are tools that estate planners use to help their clients achieve defined objectives. Usually,...
September 2, 2010
Estate Planning, Wills
Estate Planning, Wills
Are There Disadvantages to Only Having a Will for Estate Planning
Question: I am a Florida resident, 70 years old and currently working on my estate planning. I am wondering whether...
February 6, 2010
Estate Planning, IRA
Estate Planning, IRA
Opportunity: Convert Traditional IRA to a Roth IRA During 2010
Executive Summary: Converting your investments in traditional IRAs to a Roth IRA during 2010 can be an important planning opportunity...