Trusteed IRAs

2017-02-26T13:03:58-05:00April 1st, 2011|IRAs|

Trusteed IRAs The tax code allows IRAs to be created as trust accounts, custodial accounts, and annuity contracts. Regardless of the form, the federal tax [...]

Estate Planning 101

2017-02-26T13:04:01-05:00March 25th, 2011|Estate, Estate Basics|

Estate Planning--An Introduction Since incapacity can strike anyone at anytime, all adults over 18 should consider having: A durable power of attorney: This document lets [...]

Charitable Giving

2017-03-18T19:30:45-04:00March 25th, 2011|Charitable giving|

Charitable giving can play an important role in many estate plans. Philanthropy cannot only give you great personal satisfaction, it can also give you a [...]

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