ARTICLES
Offer your clients the best estate planning
9 Estate Planning Pitfalls to Avoid BRASELTON, Ga. — Changes in both demographics and tax laws require a massive rethinking of estate planning strategies, planners […]
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1. Revocable trusts can be executed and filed with the IRA institution which enables payout (distributions) from the IRA to be payable to separate Revocable […]
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(Dow Jones) A new tax break for spouses wealthy enough to worry about the estate tax seems to offer a huge benefit, but isn’t perhaps […]
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In farming, the business is usually a family’s greatest asset, not only for income and investment but as the next generations’ inheritance and potential livelihood. […]
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Steven J. Oshins, Esq., AEP (Distinguished) & Brian J. Simmons, CFP® What is Decanting? How often do our clients set up and fund an irrevocable […]
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In our initial discussions with a client these questions always comes up “What’s the best asset protection plan?” “Are there any plans which are completely […]
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