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,...
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test-standard
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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...
July 29, 2009
Estate Planning, Transfer of Assets
Estate Planning, Transfer of Assets
Estate Plan Tools to Transfer Assets After Death
Estate planning helps ensure your assets go to your desired beneficiaries after you pass away. This article describes the tools,...
March 13, 2009
Estate Planning
Estate Planning
Value of Estate Plan is Lost to Half the Population
An estate plan aims to preserve the maximum wealth possible for the intended beneficiaries, while providing financial flexibility for the...