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  Was reading a trade publication today called Trusts and Estates Magazine, I LOVE this magazine – it is a wealth of information written by tax professionals for tax professionals. Most of the info in there is not approprioate for a personal finance blog…not because it is not interesting, but rather, it is written for those Continue reading Who is Going to Take Care of your Pet IF you Die?  As the baby boomers get older, and we continue to hear the oft repeated saying,
We are about to experience the greatest transfer of wealth in history One of my planners recently asked my opinion about a situation – his client, a concerned parent, is about to retire and has approximately $2,500,000 in qualified Continue reading Naming a Trust as Beneficiary of an IRA  This is the second part in my series on Wills. Before going into the types of Wills, remember that everyone needs a will. The easies type of Will is known as a Simple Will a/k/a “The I Love You Will” (I will use them interchangeably). Continue reading A Simple or I Love you Will August 7th, 2008 | Tags: Estate Planning, Intestacy, Spendthrift, Trust, Will | Category: Estate Planning | 3 comments
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