Anna Nicole Smith: A Model for Bad Estate Planning
...always a hard decision to make, because no one can raise your children as well as you can. But it’s imperative to select someone. You can always change it later....
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10 Most Frequently Asked Questions and Answers for Stretch IRAs
...stretch. Does a stretch-out IRA allow an IRA owner’s child to roll over the IRA into their name? No. Technically, your IRA remains your account as the original owner, even...
Estate Planning for Families with Special Needs Children
...a child will vary depending upon the child’s age, competency, and other family considerations, the goal is always the same: parents want their estates utilized to enhance and enrich the...
Asset Protection Mistakes – 13 Tips
...in a joint account, even with a spouse. 2. Don’t own the car of an adult child, or keep him or her on your policy. 3. Don’t own vehicles jointly...
How to S T R E T C H Your IRA
...should also designate a certain percentage of you IRA assets to each of your beneficiaries. By doing this, each beneficiary can then choose to have their share distributed over their...
Stretching Your IRA to the Next Generation
It’s no secret that retirement accounts come in all shapes and sizes … from the account that is strictly set aside to generate retirement income to an account earmarked for...
Estate Planning: Not Only for the Rich
...home to your children. This option allows you to get the one-time capital gains exclusion and increases your children’s basis in your home (you could still help them with financing...
Estate-Planning Preserves Medical Practice Value
...her death. Assets subject to probate may be held frozen for months or even years. Exposing the practice to probate often costs the heirs thousands of dollars. This is due...