If you wish to protect your assets while retaining some control over them, consider an irrevocable trust.
Posted: January 23rd, 2018 | Permalink
When you draft an estate plan, the centerpiece is your will or living trust. But there’s still a place at the table for a document that has absolutely no legal authority: a “letter of instructions” to your heirs.
Posted: November 16th, 2017 | Permalink
With kids back in school, it’s a good time for parents (and grandparents) to think about college funding. One option is a Section 529 plan.
Posted: September 18th, 2017 | Permalink
If you convert a traditional IRA to a Roth but discover you’d be better off if you hadn’t converted, it’s possible to undo it.
Posted: August 29th, 2017 | Permalink
With repeal and replace efforts apparently having collapsed for now, it’s a good time for a refresher on the Affordable Care Act’s tax penalty on individuals without “minimum essential” health coverage.
Posted: August 14th, 2017 | Permalink