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Estate PlanninG

Blog Posts in Estate Adminstration

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  • Special Needs Trust Fairness, At Last
    Special Needs Trust Fairness, At Last

    December 13, 2016 marked the end of a 23 year-long period where mentally fit individuals where barred from establishing their own special needs trusts. The Special Needs Trust Fairness Act, part of ...

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  • See Through Trusts
    See Through Trusts

    The stretch payout is available to the designated beneficiary, defined in the IRC Code, as "any individual designated as a beneficiary…". If the owner of an IRA or qualified plan dies before their ...

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  • Elder Law & Planning for Your Estate
    Elder Law & Planning for Your Estate

    Dying is a part of life. It is a given that we will all pass one day. Understandably the majority of people do not like to think about their mortality or of being incapacitated. Nevertheless, it ...

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  • Why Buy-Sell Agreements are Important to Business Owners
    Why Buy-Sell Agreements are Important to Business Owners

    What happens to your business if you are disabled or die? A Buy-Sell Agreement provides a plan for a seamless transition with minimal disruption to your business. There are two categories of Buy-Sell ...

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