Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Video 1/20/2022
In Greek Mythology, Homer wrote about two sea monsters, Scylla and Charybdis, who lived on opposite sides of the Strait of Messina. They posed an i...
READ MORETrust 1/18/2022
A charitable remainder trust is a powerful solution for eliminating capital gains taxes at the point of sale and converting appreciated assets, lik...
READ MOREVideo 1/13/2022
If a special needs beneficiary receives needs-based government benefits, like Supplemental Security Income, Medicaid, or housing assistance, attain...
READ MOREVideo 1/6/2022
Many parents will name their children as beneficiaries of their IRAs, but when one of those children has had a substance abuse problem, estate and ...
READ MOREVideo 12/9/2021
An Individual Retirement Account (IRA) may contain a large portion of assets that you've saved with your children or other loved ones in mind. When...
READ MORETrust 10/19/2021
This week is Estate Planning Awareness Week (October 18–24, 2021). This article is geared toward helping you gain understanding of the most common ...
READ MORETrust 4/29/2021
Many parents will name children as beneficiaries of their IRAs, but when one of those children has had a substance abuse problem, estate and inheri...
READ MORETrust 4/22/2021
While IRA owners may name their special needs child as the beneficiary of their IRA to prepare for their child’s future, doing so may have unforese...
READ MORETrust 4/8/2021
Homer wrote about the dilemma Odysseus faced as he crossed the strait of Messina. For investors with large IRAs, the SECURE Act poses a similar, Od...
READ MORETrust 4/1/2021
Although the SECURE Act eliminated the stretch IRA strategy, IRA owners who are updating their estate plans may find a potential substitute for the...
READ MORETrust 3/25/2021
Leaving your IRA to your spouse may be a problem if they remarry. Assigning your spouse as the beneficiary may lead to unintentionally disinheritin...
READ MORE