Blog

A Trust Primer

A trust is designed to help individuals manage a variety of family and tax-related estate planning concerns. Here are a few ways in which trusts can be used.

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Family Involvement Can  Be Good Business

There are many positive aspects of being part of a family business. Relative (no pun intended) job security and financial benefits are two that readily come to mind.

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Estate Planning Fundamentals A Glass Slipper for the Stroke of Midnight

When it comes to estate planning, large estates often call for particularly strategic planning. One flexible and powerful tool many estate planning professionals recommend to their clients is the irrevocable life insurance trust (ILIT). But, just where does the ILIT fit into the overall estate planning process?

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Financing Your Own Business

Of the mistakes older Americans can make in managing their retirement savings, failing to take required minimum distributions (RMDs) from qualified retirement accounts, like IRAs and 401(k) accounts, is among the most serious.

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5 Big Problems to Solve Before You Retire

You know the amount of planning needed to maintain daily operations and grow your business. Now, you may be ready for retirement. But, the planning does not end. What you do next, and how you navigate potential tax issues and regulatory pitfalls, can make a big difference in the long-term success of your retirement.

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Dividing the Family Pie

While it has been said that life is not always fair, perhaps a more apt description would be that life is unequal in how it spreads the wealth.

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UTMA UGMA

Parents who would like to give property to their minor children may be unaware of their options regarding the ways in which property can be held for the benefit of their children.

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