Articles Archives - Page 3 of 3

The Rubber Band is broken on “Stretch IRA’s”

January 6, 2020

One of the tax advantages of an individual retirement account (IRA) is that the beneficiaries of an IRA could stretch out the tax bill over the life expectancy of the beneficiaries. In the meantime, the IRA could continue to grow tax deferred as long as

Who Should be Your Trustee?

February 7, 2019

For the last 25 years or so, I have been drafting trusts for my clients as part of their estate plan. One question that always surfaces is who is best suited to be the successor trustee of a client's revocable living trust. The question comes

Should You Update Your Estate Plan?

April 18, 2018

Clients often ask me when they should review and update their estate plan. I recommend the estate plan should be reviewed every 5 years at minimum, but more often if there are significant life changes. Here is a checklist of events that may trigger an

The Smart Divorce

April 1, 2016

Thinking of filing for divorce? Here are some ideas to help you make the whole process faster, cheaper, and less stressful for all: Pointers for litigants with lawyers: Family law is much more complicated than ever before. Choose a lawyer who has skills to match

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The Rubber Band is broken on “Stretch IRA’s”

Who Should be Your Trustee?

Should You Update Your Estate Plan?

The Smart Divorce

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