Tag Archives: Estate Planning

The Wall Street Journal Agrees with Me! Trusts should be Built into Most Wills

Way back in August of 2008 I wrote a Post about Simple Wills.  As you may recall (or just read when you clicked the link) a simple will is usually built as follows: The problem with Simple Wills (again, as I indicated in 2008) is that don’t usually take care of certain items.  Specifically, IContinue Reading

An Introduction to Trusts

Part of my job duties is to teach topics in the morning for planners, sometimes the topics are pretty advanced and sometimes they are simple.  Tomorrow I have to teach an intro classes on Trusts and so I thought I’d share some of the stuff I will be going over. The best way to thinkContinue Reading

Advanced Required Minimum Distribution Planning

I doubt the main point post will apply to many people reading this blog, but as I stated this blog was also started to highlight some of my research and planning experience. This idea may seem foreign to many, but I’d love to discuss it with anyone and everyone.  This post is for those thatContinue Reading

Planning for Children with Special Needs Part III – The Third Party Special Needs Trust

Disclaimer: You should always check with your financial or legal professional before estate or financial planning especially when dealing with as sensitive and advanced subject such as Children with Special Needs. This is the Third Part of a multi-post series on planning for children with special needs. Part I – Introduction Part II – LetterContinue Reading

Planning for Children with Special Needs – Part II Letter of Intent

Disclaimer: You should always check with your financial or legal professional before estate or financial planning especially when dealing with as sensitive and advanced subject such as Children with Special Needs. This is the Second Part of a multi-post series on planning for children with special needs. Part 1 – Introduction Step One Create aContinue Reading

Planning for Children with Special Needs – Part I Introduction

Disclaimer: You should always check with your financial or legal professional before estate or financial planning especially when dealing with as sensitive and advanced subject such as Children with Special Needs. I have no idea the reason, but I love estate planning and I hope that enthusiasm comes through on this blog.  There is somethingContinue Reading