Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Trust 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 MORETrust 3/18/2021
An Individual Retirement Account (IRA) may be one of your client’s largest assets. When leaving an IRA to a beneficiary, your client will likely tu...
READ MORETrust 1/21/2021
In 2019 the U.S. Senate had the Retirement Enhancement and Savings Act 2019 (RESA) on the heels of the Setting Every Community Up for Retirement En...
READ MORETrust 11/25/2020
In our final installment of the series, we will review the various trust types, discussing which trust is the best fit for achieving your client’s ...
READ MORETrust 11/19/2020
Your client can fund trusts with either completed or incomplete gifts. How a trust gets funded can impact both the client and their heirs' future t...
READ MORETrust 11/12/2020
In Part 4 of Simplifying Nevada Trusts, we break down some features and benefits – and give examples – of grantor and non-grantor trusts.
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