8 Estate Planning Things to Do Before You Travel

8 Estate Planning Things to Do Before You Travel Before any trip, most of us create a “to-do list” of things we have put off and want to take care of before we leave. Here is a checklist of estate planning things to do before you take your next trip. Taking care of...

Understanding Funding Your Living Trust

Understanding Funding Your Living Trust   Why and How to Transfer Your Assets To Your Revocable Living Trust These days many people choose a revocable living trust instead of relying on a will or joint ownership in their estate plan. They like the cost and time...

Why You Should Name a Stand-Alone Retirement Trust as Beneficiary

Why You Should Name a Stand-Alone Retirement Trust as Beneficiary (For IRAs and Other Tax-Deferred Retirement Accounts) Naming the right beneficiary for tax-deferred retirement accounts is critical. Most people want to continue the tax-deferred growth for as long as...

Ensuring Income Tax Deferral for Retirement Plan Beneficiaries

Some of the most generous provisions of the tax code are those that permit beneficiaries of IRAs and other qualified retirement plans to defer income tax on the plans until time of withdrawal. This allows the IRA or qualified plan to grow significantly more than if it...