Category - Investing

More IRA Trust Stuff

March 27, 2017

I was just referred to an article on this very topic, which is very much related to our blog post yesterday. I am happy to report that although the article I am referencing is not written by an attorney, it is quite good and although it contains a few points that should be clarified, it […]

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Angel or Devil? New book will soon be available

March 24, 2016

Each of us is both good and bad (depending on the day and circumstance).  Our life planning should reflect this reality. The new book is based on this idea, which I was first reminded of when reading a book by Tolstoy a few years ago, wherein is found the following profound statement: “Men [and women] […]

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How much are you paying?

October 15, 2015

One of the most common questions we get (either in person, via e-mail or via phone) is “how much do you charge for…” along with variations of the same question. This is totally understandable and proper, particularly in today’s climate of rising costs of living and related inflation in the fees charged by banks, investment […]

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IRA Beneficiary Designation Blunders and How to Avoid Them (Irrigation Analogy and Forbes Article)

May 4, 2015

Mistakes With Beneficiary Designation Forms Have Ruined Many a Good Estate Plan Consider a scenario where a person who has substantial retirement assets and life insurance retains a highly skilled estate planning attorney to design and implement a highly customized and in all respects masterful estate plan. The person’s estate plan is drafted, signed and […]

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In or Out? Should You Use Your Trust To Achieve IRA Stretch?

March 25, 2015

When done right, using your trust as a conduit for your retirement accounts can provide significant benefits. There are many good reasons to make your revocable trust the beneficiary of your retirement account(s). Be careful, however, because unless this is done correctly, it can lead to problems and fail to accomplish the desired benefits. First, […]

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