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Prospecting Tools for Financial Advisors & Estate Planning Attorneys – On Demand Webinar

By Estate Planning Source | January 20, 2019 | 0 Comments
The Estate Planning Source | l Living Trusts | Reno, Nevada

When should I check my estate planning documents? Estate planning documents, such as Wills, trusts, powers of attorney and Health Care Directives are dynamic documents […]

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Retirement Accounts – Who is the Beneficiary of Your Account?

By Estate Planning Source | January 20, 2019 | 0 Comments
The Estate Planning Source | l Living Trusts | Reno, Nevada

Have you checked your beneficiary designation for your retirement account recently? If not, you may find that your designated beneficiary is not who or what […]

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After The Fiscal Cliff

By Estate Planning Source | January 19, 2019 | 0 Comments
The Estate Planning Source | l Living Trusts | Reno, Nevada

What has Changed in the Estate and Gift Tax Laws? Congress passed the American Taxpayer Relief Act of 2012’’ (“ATRA”) that made the federal estate […]

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