Do Your Parents Have an Estate Plan?
You may have just spent the holidays with your parents and noticed that your dad keeps losing his keys or that your mom often repeats...
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...