Probate Avoidance Gymnastics
I invite you to experience a common conversation I have with clients regarding their estate planning: Client: For “x” reason I want to...
Retirement Plans - Did you Know...?
Final Thoughts on Retirement Plans for Estate Planning This is the last part in this series on the interaction of retirement plans and...
Can Creditors Reach Retirement Plans in South Carolina?
Asset Protection for Retirement Plans in South Carolina …. Everything you need to know in only 1 page ! Unlike most other assets,...
Don't Disqualify your Special Needs Child with a Retirement Plan !
Retaining Governmental Benefits and Getting the Stretch In Part 1, I discussed the staggering monetary potential a beneficiary of certain...
Qualifying a Trust as a Beneficiary of a Retirement Plan
In Part 1, I discussed the staggering monetary potential a beneficiary of certain inherited retirement plans is capable of achieving if...
Attention ! ! ! Parents, Grandparents and Great-grandparents with Retirement Plans
Why Name a Trust as the Beneficiary of a Retirement Plan One of the most powerful tools provided to a beneficiary is the ability to...
"Insurance" for your Beneficiaries' Inheritance
If you break it down, a lawsuit is filed every 2 seconds and the divorce rate has been as high as 50% within the last 10 years. People...
Will your Estate Plan Actually Work?
Some people really only need a simple Will. For others though, the need for a Trust of some kind is essential to their estate plan, for...
