By: Jack Stephens
Estate Planning with Retirement Plans (IRAs, Roths, 401Ks, etc.)
September 12, 2013This subject led me to write a book in the late 90s called Avoiding Tax Traps In Your IRA which was…
Read MoreEstate Planning to Avoid Probate and Other Undesirable Court Proceedings
September 5, 2013Could I save you $112,000? I was sitting in a San Diego Probate Court several months after taking the California Bar…
Read MoreEstate Planning 101
August 27, 2013Attention all procrastinators! We need to talk. There is something you have been putting off and don’t quite understand. Over the…
Read MoreStop Your Trust Amendments Before It’s Too Late!
August 20, 2013Would you like everyone you have ever mentioned in your Trust to receive a copy of that document? What about ex-friends,…
Read MoreThe IRA Tax Trap- Designating the Living Trust as the IRA Beneficiary
August 13, 2013Remember when you arranged that IRA with the financial institution and received a “bunch of papers”? Yeah, one of those “bunch…
Read MoreLong Term Care Insurance And Filial Support For Parents- What is It- Why May It Become Necessary?
August 2, 2013Once upon a time, as many bedtime stories began, long term care was not a huge, financial concern. People lived shorter…
Read MoreThe Hidden Trust Powers That Can Devastate an Inheritance
July 25, 2013Seminar attendees have been astounded to learn that everything they have done to create a Trust estate and an inheritance for…
Read MoreWhy Are You Jeopardizing Your Childrens’ Inheritance?
July 19, 2013Take a look at the beneficiary distribution provisions of your Trust. If they conclude with the terminology, “outright and free of…
Read MoreCo-Trustees: An Exercise in Futility
July 11, 2013If you are considering arranging a Trust with Co-Trustees or Co-Successor Trustees you may want to reconsider. Usually Trust creators, known…
Read MoreProtecting the Home From Probate After the Death of a Spouse
July 3, 2013There is much confusion and misunderstanding that surrounds the issues of asset titling after the death of a spouse. Many surviving…
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