Blog

Read our latest thoughts on Estate Planning, Trust Services and Asset Management.

Video 1/20/2022

Video: Is Giving Your IRA to Charity the Only Alternative to Paying the Tax?

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...

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Trust 1/18/2022

What is a Charitable Remainder Trust and How Does it Work?

A charitable remainder trust is a powerful solution for eliminating capital gains taxes at the point of sale and converting appreciated assets, lik...

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Video 1/13/2022

Video: Establishing an IRA Trust for a Special Needs Child

If a special needs beneficiary receives needs-based government benefits, like Supplemental Security Income, Medicaid, or housing assistance, attain...

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Video 1/6/2022

Video: IRA Planning for a Beneficiary Affected by Substance Abuse

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 ...

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Video 12/9/2021

Why You Should Name a Trust as the Beneficiary of Your IRA

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...

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Trust 10/19/2021

Estate Planning Awareness Week: Don’t Let Your Clients Fall Victim to These Common Myths

This week is Estate Planning Awareness Week (October 18–24, 2021). This article is geared toward helping you gain understanding of the most common ...

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Trust 4/29/2021

IRA Planning for a Beneficiary Affected by Substance Abuse

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...

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Trust 4/22/2021

Establishing an IRA Trust for a Special Needs Child

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...

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Trust 4/8/2021

Is Giving IRA to Charity the Only Alternative to Paying the Tax?

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...

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Trust 4/1/2021

Eliminating the SECURE Act Tax on an IRA

Although the SECURE Act eliminated the stretch IRA strategy, IRA owners who are updating their estate plans may find a potential substitute for the...

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Trust 3/25/2021

How Leaving an IRA to Your Spouse Could Disinherit Your Kids

Leaving your IRA to your spouse may be a problem if they remarry. Assigning your spouse as the beneficiary may lead to unintentionally disinheritin...

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