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Caution: Creditors Now Have Easy Access to Inherited IRAs

Posted on: March 3rd, 2016
Do you have IRAs or other retirement accounts that you plan to leave to your loved ones? If so, proceed with caution....

Trust Protectors

Posted on: October 3rd, 2011
Trust protectors (aka Trust Advisors) have long been used in British Commonwealth countries, originating with offshore asset protection trusts. With these trusts, their role was limited mostly to overseeing the foreign trustee and to make sure the trust maker’s intent was fulfilled....

Using the Power of Trusts to Spur Your Estate Planning

Posted on: August 25th, 2011
Estate planning changed again on January 1, 2011, when certain key provisions of the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010, signed by President Obama on December 17, 2010, took effect....

Don’t Make the Same Mistakes You’ve Seen in the Headlines

Posted on: June 29th, 2011
Now is the time to update your existing estate plan, or proceed with implementing a comprehensive estate plan. Why? First, we now know with certainty that the federal estate tax is not going away, and thus we should establish a plan that avoids or at least minimizes this voluntary tax....

Highlights of the New Estate Tax Legislation

Posted on: January 21st, 2011
On December 17, 2010, President Obama signed into law the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the “2010 Tax Act”). In a nutshell, it did five things: extended current unemployment benefits to 99 weeks, extended current income tax rates (the Bush tax cuts) for alltaxpayers for two more years, made significant changes to the estate tax applicable to those dying in 2010, 2011, or 2012, modified the gift tax for 2011 and 2012, and modified the Generation Skipping Transfer Tax for 2010, 2011, and 2012....