Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Enhancing Creditor Protection of IRA Funds
By Howard Rosen, Patricia Donlevy-RosenDespite a recent Supreme Court ruling to the contrary, inherited IRAs may be vulnerable to bankruptcy creditors. Here's a strategy for stronger protection.
November 03, 2014
How to protect inherited IRAsNon-spousal beneficiaries cannot rollover an inherited IRA and may prefer to inherit an IRA via a trust for their benefit when asset protection is a concern.
October 30, 2014
Conventional wisdom about irrevocable trusts needs to changeIrrevocable can still be flexible. What are the best provisions to include in an irrevocable trust?
October 30, 2014
Conventional wisdom about irrevocable trusts needs to changeIrrevocable can still be flexible. What are the best provisions to include in an irrevocable trust?
October 29, 2014
Under the Hood: What You Need to Know About Wills, Pt. I: The ChecklistFinancial planners should know how to review a client's will to ensure their wishes are met. Here's the first part of my estate planning checklist.
October 28, 2014
Don’t let clients take their passwords to the graveDigital estate planning expert Jamie Hopkins explains how advisors can benefit from helping clients safeguard digital assets.
October 28, 2014
Don’t let clients take their passwords to the graveDigital estate planning expert Jamie Hopkins explains how advisors can benefit from helping clients safeguard digital assets.
October 27, 2014
Build a better financial future with these 4 tipsNearly half of all Americans don't even have a legal will. That's no way to provide for your loved ones.