Recently, the Wall Street Journal contained an article about the benefits of naming a trust as the beneficiary of an IRA.
When drafted and implemented correctly, beneficiaries could be recipients of more wealth as the IRA will be 'stretched' and the beneficiaries will also benefit from the protection provided by the trust from creditor's, divorces, lawsuit judgments, etc.
October 19, 2009 FEDERAL ESTATE TAX EXEMPTION UPDATE As 2010 looms near, our law office has received multiple inquiries about the status of...
September 9, 2009 The Benefits of Naming a Trust as the Beneficiary of Your IRA Recently, the Wall Street Journal contained an article about the benefits of naming a trust...
July 21, 2009 Guardianship of Your Minor Children Recent events regarding the custody and guardianship of Michael Jackson's children have garnered increased interest...
July 15, 2009 Estate Planning Article David Colker wrote an interesting article this week in the Los Angeles Times. The article...
July 13, 2009 I'm Baaaaack It has been a long time since I have posted. The long lay off was...
April 5, 2009 Who Would Receive Your Property if Your Testamentary Transfer is to a Disqualified Transferee Under California's Care Custodian Statute?: Part III Who receives your property if you die without an estate plan, if your designated beneficiary(ies)...
